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WealthTech
Apex Clearing To 'Extend' Business ModelApex Clearing To 'Extend' Business Model

Features for advisors and to support online marketplaces that let users invest—straight from the marketplace's platform.

bySamuel Steinberger, Senior Technology Editor
Jun 23, 2020
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1 Min Read
digital cityscape
WealthTech
Venture Capital Funding of Proptech Firms Has Dropped Considerably. That May Be TemporaryVenture Capital Funding of Proptech Firms Has Dropped Considerably. That May Be Temporary
bySebastian Obando
Jun 22, 2020
1 Min Read
Baron Davis
WealthTech
Baron Davis Invests in College Savings App UNest, Named Brand AmbassadorBaron Davis Invests in College Savings App UNest, Named Brand Ambassador
bySamuel Steinberger
Jun 19, 2020
1 Min Read
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WealthTech
WealthTech Winners Circle Podcast: Tech Opportunities for Today’s AdvisorsWealthTech Winners Circle Podcast: Tech Opportunities for Today’s Advisors
byTimothy D. Welsh
Jun 19, 2020
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WealthTech
Riskalyze Fintech Report Card: May 2020Riskalyze Fintech Report Card: May 2020
byAaron Klein
Jun 18, 2020
1 Min Read
Wells Fargo
WealthTech
Wells Fargo Becomes iCapital Network InvestorWells Fargo Becomes iCapital Network Investor
bySamuel Steinberger
Jun 18, 2020
1 Min Read
Riskalyze office
WealthTech
Riskalyze Adds New Features Ahead of Reg BI’s Compliance Date
Riskalyze Adds New Features Ahead of Reg BI’s Compliance Date
Jun 17, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
Addepar Hires BlackRock Veteran Ruchir Swarup as CTO
Addepar Hires BlackRock Veteran Ruchir Swarup as CTO
Jun 17, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
CFP Board Tech Provisions Sow Confusion
CFP Board Tech Provisions Sow Confusion
Jun 17, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Oranj
WealthTech
Oranj Adds Liberty One to Model Marketplace
Oranj Adds Liberty One to Model Marketplace
Jun 16, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
smartphone real estate investing
WealthTech
How Social Media has Changed the Way We Raise Equity
How Social Media has Changed the Way We Raise Equity
Jun 15, 2020
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1 Min Read
byAdam Gower
robot businessmen
WealthTech
Robo Advisor User Base Set to Nearly Double by 2024
Robo Advisor User Base Set to Nearly Double by 2024
Jun 11, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
finmason
WealthTech
AdvisorPeak Partners With FinMason For Investment Analytics
AdvisorPeak Partners With FinMason For Investment Analytics
Jun 11, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
M1 Finance Raises Millions in Series B
WealthTech
M1 Finance Raises Millions in Series B
M1 Finance Raises Millions in Series B
Jun 9, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Ignorance Will Hurt Under New CFP Tech Standards
WealthTech
Ignorance Will Hurt Under New CFP Tech Standards
Ignorance Will Hurt Under New CFP Tech Standards
Jun 8, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Wealthies Winners Podcast YT.jpg
WealthTech
WealthTech Winners Circle Podcast: Tech Assisting Advisors Now More Than Ever
WealthTech Winners Circle Podcast: Tech Assisting Advisors Now More Than Ever
Jun 5, 2020
byWealthManagement.com Staff
robot human fist bump
WealthTech
COVID-19 to Take Hybrid Robo Advisors Mainstream
COVID-19 to Take Hybrid Robo Advisors Mainstream
Jun 5, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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WealthTech
Investors Launch Funds for Historically Ignored Entrepreneurs
Investors Launch Funds for Historically Ignored Entrepreneurs
Jun 4, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Prioritization and Training Key for Reg BI Preparedness
Regulation & Compliance
Prioritization and Training Key for Reg BI Preparedness
Prioritization and Training Key for Reg BI Preparedness
Jun 3, 2020
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1 Min Read
byPatrick Donachie, Senior Reporter
Charles Schwab office
WealthTech
Schwab Integrates With HSA Providers
Schwab Integrates With HSA Providers
Jun 3, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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WealthTech
Red Oak Compliance Adds Smart Review
Red Oak Compliance Adds Smart Review
Jun 2, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
robot stock trading
WealthTech
Mid-Pandemic Data Shows Strengths of Digital Platforms, Approach
Mid-Pandemic Data Shows Strengths of Digital Platforms, Approach
Jun 1, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
social-media-logos.jpg
WealthTech
Hearsay Advisors Reached 40 Million Clients, Prospects Via Social Media in 2019
Hearsay Advisors Reached 40 Million Clients, Prospects Via Social Media in 2019
May 27, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Sponsored Content
Expert Advice for Managing Your Practice During a Health Crisis
Expert Advice for Managing Your Practice During a Health Crisis
May 27, 2020
|
1 Min Read
fidelity
WealthTech
Pandemic Spurs Fidelity Institutional to Improve Advisor Tools
Pandemic Spurs Fidelity Institutional to Improve Advisor Tools
May 27, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
Tools & Tactics the CRE Industry is Using to Reopen
Tools & Tactics the CRE Industry is Using to Reopen
May 26, 2020
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17 Slides
byDavid Bodamer, Executive Editor, Investments
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Estate Planning
Trust & Will Announces Advisor-Focused Product
Trust & Will Announces Advisor-Focused Product
May 22, 2020
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1 Min Read
byDavid H. Lenok, Senior Editor
ray-jay-office-sign.jpg
WealthTech
Digital Metrics Soar at Raymond James, TIAA
Digital Metrics Soar at Raymond James, TIAA
May 21, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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Sponsored Content
A Surefire Way for CRE Companies to Mitigate Fraud Risks During COVID-19
A Surefire Way for CRE Companies to Mitigate Fraud Risks During COVID-19
May 21, 2020
|
1 Min Read
Wealthies Winners Podcast YT.jpg
WealthTech
WealthTech Winners Circle Podcast: TD Ameritrade Bringing the Latest in Innovation
WealthTech Winners Circle Podcast: TD Ameritrade Bringing the Latest in Innovation
May 21, 2020
byWealthManagement.com Staff
Charles Schwab office
WealthTech
Schwab's Portfolio Management Platform Hits User Milestone
Schwab's Portfolio Management Platform Hits User Milestone
May 21, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
smarsh-entreda-execs.jpg
WealthTech
Smarsh to Acquire Entreda
Smarsh to Acquire Entreda
May 21, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
chris-hill-ambient.jpg
WealthTech
The Real-World Benefits of the LPL-AdvicePay Deal
The Real-World Benefits of the LPL-AdvicePay Deal
May 20, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Raisin US CEO Paul Knodel
WealthTech
Popular Euro Fintech Raisin Launches First Foray Into U.S.
Popular Euro Fintech Raisin Launches First Foray Into U.S.
May 19, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Plaid close up
WealthTech
Meet Plaid Exchange, Your New Account Aggregation Management Service
Meet Plaid Exchange, Your New Account Aggregation Management Service
May 19, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor

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