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mobile app finance
WealthTech
RIA in a Box Launches AppRIA in a Box Launches App

With the industry lagging in mobile app development, compliance technology firm RIA in a Box is unveiling an advisor-focused app.

bySamuel Steinberger, Senior Technology Editor
Jul 21, 2020
|
1 Min Read
computer technology finance
RIA
Structured Products Platform Luma Hires New Marketing HeadStructured Products Platform Luma Hires New Marketing Head
bySamuel Steinberger
Jul 21, 2020
1 Min Read
digital office buildings
WealthTech
Where Do CRE Lenders See the Greatest Potential for AI?Where Do CRE Lenders See the Greatest Potential for AI?
bySebastian Obando
Jul 20, 2020
1 Min Read
fintech-report-card-promo.jpg
WealthTech
Riskalyze Fintech Report Card: June 2020Riskalyze Fintech Report Card: June 2020
byAaron Klein
Jul 17, 2020
1 Min Read
A TD Ameritrade sign.
Industry News & Trends
Patent Troll Hits TD Ameritrade With LawsuitPatent Troll Hits TD Ameritrade With Lawsuit
byAsia Martin
Jul 16, 2020
1 Min Read
robot handshake
WealthTech
Tech Is an Ally, Not a ThreatTech Is an Ally, Not a Threat
byEileen Kane
Jul 16, 2020
1 Min Read
Wealthies Winners Podcast YT.jpg
WealthTech
WealthTech Winners Circle Podcast: RPA Is Tying Your Documents Together
WealthTech Winners Circle Podcast: RPA Is Tying Your Documents Together
Jul 16, 2020
byTimothy D. Welsh
Morningstar
WealthTech
Morningstar’s ByAllAccounts Integrates With MaxMyInterest
Morningstar’s ByAllAccounts Integrates With MaxMyInterest
Jul 14, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Redtail CEO Brian McLaughlin
RIA
Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors
Redtail CEO Brian McLaughlin Joins Riskalyze Board of Directors
Jul 14, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
advisor360-office.jpg
WealthTech
Commonwealth Spinoff Advisor360° Names Four Key Executives
Commonwealth Spinoff Advisor360° Names Four Key Executives
Jul 13, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
SEC Seal
Regulation & Compliance
SEC: Crypto App Skirted Federal Securities Law
SEC: Crypto App Skirted Federal Securities Law
Jul 13, 2020
|
1 Min Read
byPatrick Donachie, Senior Reporter
city puzzle pieces
WealthTech
What Does CoStar’s Purchase of Ten-X Say about the Firm’s Ambitions in the Proptech Sector?
What Does CoStar’s Purchase of Ten-X Say about the Firm’s Ambitions in the Proptech Sector?
Jul 13, 2020
|
1 Min Read
byJohn Egan
alan-moore-2019-new.jpg
WealthTech
AdvicePay Integrates With Envestnet | MoneyGuide
AdvicePay Integrates With Envestnet | MoneyGuide
Jul 10, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Zayed-Wenk-2.jpg
RIA
Brookstone Capital and FormulaFolios Merge to Form $6.5 Billion RIA
Brookstone Capital and FormulaFolios Merge to Form $6.5 Billion RIA
Jul 9, 2020
|
1 Min Read
byAsia Martin, Reporter
facebook-eye.jpg
WealthTech
Twenty Over Ten Unveils Facebook Integration
Twenty Over Ten Unveils Facebook Integration
Jul 9, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
instagram-pictures.jpg
Marketing
Financial Advisor Instagram Questions Answered
Financial Advisor Instagram Questions Answered
Jul 9, 2020
|
1 Min Read
byStephen Boswell
FNZ
WealthTech
U.K. Fintech Unicorn Arrives in U.S., Partners With State Street
U.K. Fintech Unicorn Arrives in U.S., Partners With State Street
Jul 8, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
hey-google-google-assistant.jpg
WealthTech
Schwab Enables Google Voice Tech for Some Account Inquiries
Schwab Enables Google Voice Tech for Some Account Inquiries
Jul 8, 2020
|
1 Min Read
byAsia Martin, Reporter
Edward Jones
RIA
Edward Jones, Commonwealth Rated Highest for Advisor Satisfaction
Edward Jones, Commonwealth Rated Highest for Advisor Satisfaction
Jul 7, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
john-michel-circle-black.jpeg
WealthTech
CircleBlack Founder and CEO John Michel Has Died
CircleBlack Founder and CEO John Michel Has Died
Jul 7, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Wealthies Winners Podcast YT.jpg
WealthTech
WealthTech Winners Circle Podcast: How Innovative Technology Helps Financial Advisors
WealthTech Winners Circle Podcast: How Innovative Technology Helps Financial Advisors
Jul 6, 2020
byWealthManagement.com Staff
WBI-iPad.png
WealthTech
WBI Adds Separate Accounts to Advisor-Assisted Robo, Cy
WBI Adds Separate Accounts to Advisor-Assisted Robo, Cy
Jul 2, 2020
|
1 Min Read
byAsia Martin, Reporter
Acorns
WealthTech
Acorns Targets Baby Investors While UNest Offers UTMAs
Acorns Targets Baby Investors While UNest Offers UTMAs
Jul 1, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
emoney-office.jpg
RIA
eMoney Sponsoring Advisor’s FinTech Challenge
eMoney Sponsoring Advisor’s FinTech Challenge
Jul 1, 2020
|
1 Min Read
byAsia Martin, Reporter
Orion-Brinker-Execs.jpg
WealthTech
When's the IPO? Orion, Brinker Merge as TA Associates Doubles Down
When's the IPO? Orion, Brinker Merge as TA Associates Doubles Down
Jun 29, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
chip-roame.jpg
RIA
Charles 'Chip' Roame Leaves Envestnet Board
Charles 'Chip' Roame Leaves Envestnet Board
Jun 29, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
envestnet-virtual-summit.png
WealthTech
Envestnet Virtual Summit Highlights Analytics and Engagement
Envestnet Virtual Summit Highlights Analytics and Engagement
Jun 29, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
luxury yachts
WealthTech
New Partnership Brings Physical Asset Management Tech to Family Offices
New Partnership Brings Physical Asset Management Tech to Family Offices
Jun 29, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Dynasty-Financial-Partners-sign.jpg
RIA
Dynasty Opens Up Financing to Outside Firms Via Envestnet Partnership
Dynasty Opens Up Financing to Outside Firms Via Envestnet Partnership
Jun 25, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
money-data
WealthTech
280 CapMarkets Rolls Out Straight-Through Processing
280 CapMarkets Rolls Out Straight-Through Processing
Jun 25, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Jamie Price Advisor Group
WealthTech
Advisor Group Launches Reg BI Compliance Dashboard
Advisor Group Launches Reg BI Compliance Dashboard
Jun 25, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
finance investing
WealthTech
SMArtX Adds Direct Private Investing Option
SMArtX Adds Direct Private Investing Option
Jun 24, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Orion office logo
WealthTech
Orion Adds Coronavirus, Inflation Offerings
Orion Adds Coronavirus, Inflation Offerings
Jun 24, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
sec-flag-seal.jpg
WealthTech
Report: Advisors Beware of Reg BI's Duty of Care Provision
Report: Advisors Beware of Reg BI's Duty of Care Provision
Jun 24, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
mastercard
WealthTech
What Mastercard's $1B Data Aggregator Finicity Deal Means for Advisors
What Mastercard's $1B Data Aggregator Finicity Deal Means for Advisors
Jun 23, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor

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