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SoFi
WealthTech
SoFi Staffs Up in Midst of Coronavirus PandemicSoFi Staffs Up in Midst of Coronavirus Pandemic

The financial services company is still hiring for its new Jacksonville, Fla., office.

bySamuel Steinberger, Senior Technology Editor
Apr 2, 2020
|
1 Min Read
cetera office
WealthTech
Cetera Creates 'Resiliency Pack' for Its AdvisorsCetera Creates 'Resiliency Pack' for Its Advisors
byDavis Janowski
Apr 1, 2020
1 Min Read
digital data finance
WealthTech
AdvisorPeak Offering Advisors Free RebalancingAdvisorPeak Offering Advisors Free Rebalancing
byDavis Janowski
Apr 1, 2020
1 Min Read
zoom-logo-illustration.jpg
WealthTech
Stop Using Zoom, Says Former NSA HackerStop Using Zoom, Says Former NSA Hacker
bySamuel Steinberger
Apr 1, 2020
1 Min Read
Orion office logo
WealthTech
Orion Formalizes Its Model Marketplace With ‘Communities’Orion Formalizes Its Model Marketplace With ‘Communities’
byDavis Janowski
Mar 31, 2020
1 Min Read
Envestnet CEO Bill Crager
RIA
Envestnet Officially Names Bill Crager CEOEnvestnet Officially Names Bill Crager CEO
byDavis Janowski
Mar 31, 2020
1 Min Read
Sheryl Rowling
WealthTech
Advisors’ Rebalancing Tech Being Put to the Test
Advisors’ Rebalancing Tech Being Put to the Test
Mar 30, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
robinhood-app.jpg
WealthTech
Robinhood Accused of Offering Credits to Squelch Suit
Robinhood Accused of Offering Credits to Squelch Suit
Mar 30, 2020
|
1 Min Read
byJoel Rosenblatt
Struggling retailers offer warning to restaurants
Cybersecurity
Watch Out for Scammers, Says NASAA
Watch Out for Scammers, Says NASAA
Mar 30, 2020
|
1 Min Read
byErick Bergquist
digital dollar sign
WealthTech
Payment Firm Stripe Leads $20 Million Series A
Payment Firm Stripe Leads $20 Million Series A
Mar 27, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
working-home-mom-daughter.jpg
Business Planning
Are There Limits to Remote Working?
Are There Limits to Remote Working?
Mar 26, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Robert Sofia
Marketing
Snappy Kraken Lowers Prices, Waives Fees
Snappy Kraken Lowers Prices, Waives Fees
Mar 26, 2020
|
1 Min Read
byAsia Martin, Reporter
sec-flag-seal.jpg
Equities
SEC Suspends Trading in ZOOM
SEC Suspends Trading in ZOOM
Mar 26, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Wealthies Winners Podcast YT.jpg
WealthTech
WealthTech Winners Circle Podcast: Delegate to Technology With Betterment for Advisors
WealthTech Winners Circle Podcast: Delegate to Technology With Betterment for Advisors
Mar 26, 2020
byTimothy D. Welsh
square-app-logo.jpg
WealthTech
Square Receives Banking Approval
Square Receives Banking Approval
Mar 25, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
envestnet-conference-logo.jpeg
WealthTech
Envestnet Partnership Produces Form CRS Solution
Envestnet Partnership Produces Form CRS Solution
Mar 25, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Image courtesy of Thinkstock
Retirement
PCS Retirement Connects Advisors with Retirement Plan Clients
PCS Retirement Connects Advisors with Retirement Plan Clients
Mar 25, 2020
|
1 Min Read
byPatrick Donachie, Senior Reporter
iCapital CEO Lawrence Calcano
WealthTech
Asian Fund Invests in iCapital Network
Asian Fund Invests in iCapital Network
Mar 24, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
falling stock markets
WealthTech
Will Your Fintech Vendor Make It Through a Recession?
Will Your Fintech Vendor Make It Through a Recession?
Mar 23, 2020
|
1 Min Read
byDoug Fritz, CEO and founder
coronavirus-map.jpg
WealthTech
YCharts Adds COVID-19 Data Tracking
YCharts Adds COVID-19 Data Tracking
Mar 23, 2020
|
1 Min Read
byAsia Martin, Reporter
zoom-app.jpg
WealthTech
Advisors Beware of Zoom Bombing
Advisors Beware of Zoom Bombing
Mar 23, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
IN.jpg
Sponsored Content
Trading Automation vs. Traditional Rebalancing
Trading Automation vs. Traditional Rebalancing
Mar 20, 2020
|
1 Min Read
welcome to wealthfront
WealthTech
Wealthfront Lays Foundation for Direct Deposit, Bill Pay
Wealthfront Lays Foundation for Direct Deposit, Bill Pay
Mar 20, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
farm-harvest-tractor.jpg
WealthTech
A High-Return, Low-Volatility, Low-Correlation Asset Class In The Time Of COVID-19
A High-Return, Low-Volatility, Low-Correlation Asset Class In The Time Of COVID-19
Mar 20, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
coronavirus-drive-thru-test.jpg
WealthTech
Mint.com Founder Builds COVID-19 Symptom Check Website
Mint.com Founder Builds COVID-19 Symptom Check Website
Mar 20, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
addepar
WealthTech
WestCap Group Invests $40 Million in Addepar
WestCap Group Invests $40 Million in Addepar
Mar 19, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Allianz building
WealthTech
Allianz Global Investors Added to Oranj Model Marketplace
Allianz Global Investors Added to Oranj Model Marketplace
Mar 19, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
lightbulb-tech-circuits.jpg
WealthTech
Wealthtech Lessons Learned From 2008
Wealthtech Lessons Learned From 2008
Mar 19, 2020
|
1 Min Read
byDoug Fritz, CEO and founder
computer-tech-markets.jpg
WealthTech
Wall Street’s New Virtual Workplace May Outlast the Virus
Wall Street’s New Virtual Workplace May Outlast the Virus
Mar 18, 2020
|
1 Min Read
byCathy Chan and Katia Porzecanski
stock-market-drop-chart-face.jpg
Client Relations
What To Tell Clients About 'GDP Killers' And Recession
What To Tell Clients About 'GDP Killers' And Recession
Mar 17, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
phishing
WealthTech
Startup Builds "Phishing Drills"
Startup Builds "Phishing Drills"
Mar 16, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
website-error-x.jpg
WealthTech
Service Interruptions Hit GoToMeeting, Microsoft Teams
Service Interruptions Hit GoToMeeting, Microsoft Teams
Mar 16, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Redtail CEO Brian McLaughlin
WealthTech
Lessons Learned From the Redtail Data Breach
Lessons Learned From the Redtail Data Breach
Mar 16, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
fintech-report-card-promo.jpg
WealthTech
Riskalyze Fintech Report Card: February 2020
Riskalyze Fintech Report Card: February 2020
Mar 13, 2020
|
1 Min Read
byAaron Klein
HiddenLevers
WealthTech
HiddenLevers Drops Fees for New Users
HiddenLevers Drops Fees for New Users
Mar 12, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor

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