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Oranj CEO David Lyon
WealthTech
Pacific Funds Added to Oranj PlatformPacific Funds Added to Oranj Platform

It’s the latest active manager to make its funds available on the free- to low-cost platform.

byDiana Britton, Moderator, Managing Editor
May 18, 2020
|
1 Min Read
technology finance
RIA
SMArtX Adds COO, Seeks Enterprise ClientsSMArtX Adds COO, Seeks Enterprise Clients
bySamuel Steinberger
May 15, 2020
1 Min Read
stash banking
WealthTech
Stash Tops $1 Billion in AssetsStash Tops $1 Billion in Assets
bySamuel Steinberger
May 15, 2020
1 Min Read
Frankenstein monster
WealthTech
The Perils of a ‘Frankenstein’ Tech StackThe Perils of a ‘Frankenstein’ Tech Stack
byKian Rafia
May 15, 2020
1 Min Read
fintech-report-card-promo.jpg
WealthTech
Riskalyze Fintech Report Card: April 2020Riskalyze Fintech Report Card: April 2020
byAaron Klein
May 15, 2020
1 Min Read
Goldman Sachs
WealthTech
Goldman Sachs to Acquire Folio FinancialGoldman Sachs to Acquire Folio Financial
bySamuel Steinberger
May 14, 2020
1 Min Read
iCapital CEO Lawrence Calcano
Alternative Investments
iCapital Network Acquires Artivest
iCapital Network Acquires Artivest
May 13, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Envestnet CEO Bill Crager
WealthTech
Envestnet Spices Up Performance Reporting Alongside eMoney Founder
Envestnet Spices Up Performance Reporting Alongside eMoney Founder
May 13, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Tradepmr Gainesville Florida
WealthTech
TradePMR Opens Second Location for Operations, Business Staff
TradePMR Opens Second Location for Operations, Business Staff
May 13, 2020
|
1 Min Read
byAsia Martin, Reporter
computer-stock-data.jpg
WealthTech
TradingFront Launches "Simplified" Custodial Platform
TradingFront Launches "Simplified" Custodial Platform
May 13, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
social-icons.jpg
Marketing
The Value of Digital Marketing Clearer Now More Than Ever
The Value of Digital Marketing Clearer Now More Than Ever
May 12, 2020
|
1 Min Read
byMeghan McCartan
Envestnet
WealthTech
Envestnet Expands Canadian Footprint
Envestnet Expands Canadian Footprint
May 12, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
woman-hitting-brick-wall.jpg
WealthTech
Report: Fintech Funding Hits a Brick Wall
Report: Fintech Funding Hits a Brick Wall
May 12, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
dollar-bytes.jpg
High Net Worth
Wealth, Aging and Technology in a Pandemic
Wealth, Aging and Technology in a Pandemic
May 11, 2020
|
1 Min Read
byCharles Lowenhaupt
Hardeep Walia Motif Investing
WealthTech
Schwab Acquires Motif Investing Tech, IP
Schwab Acquires Motif Investing Tech, IP
May 8, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Wealthies Winners Podcast YT.jpg
WealthTech
WealthTech Winners Circle Podcast: Providing a Better Advisor & Client Experience
WealthTech Winners Circle Podcast: Providing a Better Advisor & Client Experience
May 7, 2020
byTimothy D. Welsh
LifeYield's office.
WealthTech
LifeYield Upgrades Social Security Tool to Project Income Needs
LifeYield Upgrades Social Security Tool to Project Income Needs
May 7, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
typing on computer
WealthTech
All An Advisor Needs Is a Bad Internet Connection and Old Laptop
All An Advisor Needs Is a Bad Internet Connection and Old Laptop
May 6, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
digital-signature.jpg
Estate Planning
Electronic Estate Planning in Uncertain Times
Electronic Estate Planning in Uncertain Times
May 6, 2020
|
1 Min Read
+1
byBernard A. Krooks, Brian Millerand 1 more
logo in a gray background |
WealthTech
Thirteen Tech Trends During the Coronavirus Crisis
Thirteen Tech Trends During the Coronavirus Crisis
May 6, 2020
|
18 Slides
byDavis Janowski, Senior Technology Editor, WealthManagement.com
AdvisorEngine
WealthTech
Franklin Templeton Buys AdvisorEngine
Franklin Templeton Buys AdvisorEngine
May 6, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
businessman computer technology
WealthTech
MoneyGuide Updates Client Portal for Age of Social Distancing
MoneyGuide Updates Client Portal for Age of Social Distancing
May 5, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
new-charles-schwab-office.jpg
WealthTech
Schwab to Finally Make Fractional Share Investing Available
Schwab to Finally Make Fractional Share Investing Available
May 5, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
addepar-office-sign.jpg
Alternative Investments
Addepar Helps Ultra-Wealthy Trade Hedge Fund Holdings
Addepar Helps Ultra-Wealthy Trade Hedge Fund Holdings
May 4, 2020
|
1 Min Read
bySonali Basak
zoom-meeting.jpg
Industry News & Trends
Zoom Fatigue
Zoom Fatigue
May 1, 2020
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1 Min Read
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
digital-book-computer.jpg
WealthTech
Timelineapp Rolls Out Digital Training Modules
Timelineapp Rolls Out Digital Training Modules
May 1, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
tech
WealthTech
New Malware Silently Steals Banking Passwords
New Malware Silently Steals Banking Passwords
Apr 30, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
cyber security illo
WealthTech
How Can CRE Professionals Ensure Data Security Amid Lockdowns?
How Can CRE Professionals Ensure Data Security Amid Lockdowns?
Apr 29, 2020
|
1 Min Read
bySebastian Obando, Staff Writer
SoFi
ETFs
SoFi Extends Fee Waiver on ETFs to Mid-2021
SoFi Extends Fee Waiver on ETFs to Mid-2021
Apr 29, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
digital technology
Wirehouse
Report: Schwab, Other Discount Brokerages to Be D2C Giants by 2024
Report: Schwab, Other Discount Brokerages to Be D2C Giants by 2024
Apr 28, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Allianz building
WealthTech
eMoney Teams Up With Allianz Life
eMoney Teams Up With Allianz Life
Apr 28, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
cloud-computer-data-storage.jpg
WealthTech
FTV Takes Majority Stake In Docupace, Names New CEO
FTV Takes Majority Stake In Docupace, Names New CEO
Apr 28, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Alan Moore Michael Kitces XYPN Live
WealthTech
XYPN Adds Proprietary Archiving Tool to Tech Stack Offering
XYPN Adds Proprietary Archiving Tool to Tech Stack Offering
Apr 27, 2020
|
1 Min Read
byAsia Martin, Reporter
cybersecurity
WealthTech
Most Remote Advisors Fail a Digital Security Test
Most Remote Advisors Fail a Digital Security Test
Apr 27, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
online-bubbles.jpg
Career Moves
Virtual Conferences for Advisors Get a Boost
Virtual Conferences for Advisors Get a Boost
Apr 24, 2020
|
1 Min Read
byAsia Martin, Reporter

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