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WealthTech
Data Security Has Become a Pressing Issue for the CRE SectorData Security Has Become a Pressing Issue for the CRE Sector

CRE tech experts caution against increasing cyber threats to data privacy.

bySebastian Obando, Staff Writer
Feb 12, 2020
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1 Min Read
Bernie Clark
WealthTech
Schwab's Clark Promises 'Best of Both Worlds' Tech for RIAsSchwab's Clark Promises 'Best of Both Worlds' Tech for RIAs
bySamuel Steinberger, Davis Janowski
Feb 7, 2020
1 Min Read
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WealthTech
WeWork’s Failed IPO Tempers Investor Confidence in ProptechWeWork’s Failed IPO Tempers Investor Confidence in Proptech
byBloomberg
Feb 6, 2020
1 Min Read
advisor phone money data finance
WealthTech
Fi360 Adds Reg BI Training ModuleFi360 Adds Reg BI Training Module
bySamuel Steinberger
Feb 6, 2020
1 Min Read
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WealthTech
Cisco Flaw Could Affect Thousands Of AdvisorsCisco Flaw Could Affect Thousands Of Advisors
byDavis Janowski
Feb 6, 2020
1 Min Read
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WealthTech
Atria Wealth Solutions Adds Business TextingAtria Wealth Solutions Adds Business Texting
bySamuel Steinberger
Feb 6, 2020
1 Min Read
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Marketing
Organic Search vs. Paid Search
Organic Search vs. Paid Search
Feb 6, 2020
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1 Min Read
byChristopher P. Wendt, Founder and President
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WealthTech
The Secret Sauce to Digital Leads? Geography, Persistence, a Business Development Staff
The Secret Sauce to Digital Leads? Geography, Persistence, a Business Development Staff
Feb 6, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Charles Schwab
WealthTech
Report: Schwab's Digital Planning 'On Par' With Robo Pioneers
Report: Schwab's Digital Planning 'On Par' With Robo Pioneers
Feb 5, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Ferrari logo
Alternative Investments
Want to Own a Ferrari? Now You Can Through a New Digital Token
Want to Own a Ferrari? Now You Can Through a New Digital Token
Feb 5, 2020
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1 Min Read
byVildana Hajric and Matthew Miller
Riskalyze CEO Aaron Klein
Industry News & Trends
Riskalyze Capitalizes on Reg BI
Riskalyze Capitalizes on Reg BI
Feb 4, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Citigroup
WealthTech
Robo Advice: Citi Enters the Fray
Robo Advice: Citi Enters the Fray
Feb 3, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Wisdomtree office
WealthTech
WisdomTree Hunting for AdvisorEngine Buyers
WisdomTree Hunting for AdvisorEngine Buyers
Jan 31, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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WealthTech
What Are the Advantages and Some Concerns in Using VR Tools in CRE Construction?
What Are the Advantages and Some Concerns in Using VR Tools in CRE Construction?
Jan 30, 2020
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1 Min Read
bySebastian Obando, Staff Writer
email computer
Marketing
Email Tops Social Media in Financial Advisor Digital Marketing Success
Email Tops Social Media in Financial Advisor Digital Marketing Success
Jan 30, 2020
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1 Min Read
byAsia Martin, Reporter
Cybersecurity
Cybersecurity
SEC Report: Firms' Cybersecurity Success Starts at the Top
SEC Report: Firms' Cybersecurity Success Starts at the Top
Jan 28, 2020
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1 Min Read
byPatrick Donachie, Senior Reporter
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WealthTech
Timeline Decumulation Planning App Has New Integration With Redtail
Timeline Decumulation Planning App Has New Integration With Redtail
Jan 28, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Riskalyze office
WealthTech
Riskalyze Updates Tech Solutions To Help Firms With Reg BI Compliance
Riskalyze Updates Tech Solutions To Help Firms With Reg BI Compliance
Jan 27, 2020
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1 Min Read
byPatrick Donachie, Senior Reporter
fidelity investments
WealthTech
Fidelity Announces Fully Digital Account Opening
Fidelity Announces Fully Digital Account Opening
Jan 27, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
mobile app finance
WealthTech
iFlip, Another New Mobile Trading App, Aims to Cut Out Advisors
iFlip, Another New Mobile Trading App, Aims to Cut Out Advisors
Jan 24, 2020
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1 Min Read
byWealthManagement.com Staff
Blockchain
High Net Worth
The Next Digital Revolution: Is It for Your Clients?
The Next Digital Revolution: Is It for Your Clients?
Jan 24, 2020
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1 Min Read
byMitzi Perdue
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RIA
Carolyn McClanahan to Leave Whealthcare Planning
Carolyn McClanahan to Leave Whealthcare Planning
Jan 23, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Transparency with Diana B podcast
Business Planning
Transparency With Diana B.: The Psychological Effects of a Cybersecurity Breach
Transparency With Diana B.: The Psychological Effects of a Cybersecurity Breach
Jan 22, 2020
byDiana Britton, Moderator, Managing Editor
austin-texas.jpg
WealthTech
How Looking at a Local Tech Scene Can Help Maximize Multifamily Investment Returns
How Looking at a Local Tech Scene Can Help Maximize Multifamily Investment Returns
Jan 21, 2020
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1 Min Read
byCaroline Kane
U-Nest Founder and CEO Ksenia Yudina
Real Estate
Northwestern Mutual Invests In College Savings App
Northwestern Mutual Invests In College Savings App
Jan 17, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Visa
WealthTech
Does the Visa-Plaid Deal Mean Advisors Lose?
Does the Visa-Plaid Deal Mean Advisors Lose?
Jan 16, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Orion office logo
WealthTech
Orion CEO Denies Report It Is for Sale
Orion CEO Denies Report It Is for Sale
Jan 16, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Plaid close up
WealthTech
Visa to Buy Plaid for $5.3 Billion in Bid to Reach Startups
Visa to Buy Plaid for $5.3 Billion in Bid to Reach Startups
Jan 14, 2020
|
1 Min Read
byJulie Verhage and Jenny Surane
Altruist CEO and founder Jason Wenk
WealthTech
Altruist to Provide Custody Through Citibank
Altruist to Provide Custody Through Citibank
Jan 13, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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WealthTech
Asset-Map, Black Diamond Integrate
Asset-Map, Black Diamond Integrate
Jan 10, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Welcome to the June edition of thenbspRiskalyzenbspFinTechnbspReview where we give a snapshot of the month39s technology news for advisors and judge t
WealthTech
Riskalyze Fintech Report Card: December 2019
Riskalyze Fintech Report Card: December 2019
Jan 10, 2020
|
1 Min Read
byAaron Klein
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Investment
Envestnet Buys Stake In Dynasty Financial Partners
Envestnet Buys Stake In Dynasty Financial Partners
Jan 9, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
LPL Financial sign
WealthTech
LPL Makes MoneyGuide Available in ClientWorks
LPL Makes MoneyGuide Available in ClientWorks
Jan 9, 2020
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Envestnet
WealthTech
Envestnet Announces Credit Exchange, Lenders
Envestnet Announces Credit Exchange, Lenders
Jan 8, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
plugs-pulled.jpg
WealthTech
This Robo Emperor Has No Funds
This Robo Emperor Has No Funds
Jan 8, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor

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