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Finny co-founders (L-R): Theodore Janson, Eden Ovadia and Victoria Toli
WealthTech
Finny and the Great AdvisorTech AccelerationFinny and the Great AdvisorTech Acceleration

Our columnist sees the future of wealthtech in a small band of young entrepreneurs solving the “lead generation” problem.

byDavis Janowski, Senior Technology Editor, WealthManagement.com
Aug 12, 2024
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1 Min Read
globe earth on fire
RPA
World on Fire Igniting 401(k) PlansWorld on Fire Igniting 401(k) Plans
byFred Barstein
Aug 12, 2024
1 Min Read
Catherine “Cat” Davies Innovayte
WealthTech
Innovayte, Advyzon Partner on a New Model MarketplaceInnovayte, Advyzon Partner on a New Model Marketplace
byElaine Misonzhnik
Aug 12, 2024
1 Min Read
WealthStack Podcast Patrick Shaddow Syntax Data direct indexing
Insights & Analysis
The WealthStack Podcast: Why Direct Indexing Is the Future of Investing with Patrick ShaddowThe WealthStack Podcast: Why Direct Indexing Is the Future of Investing with Patrick Shaddow
byShannon Rosic - Moderator
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Estate Planning
Securing Legacies During Market TurbulenceSecuring Legacies During Market Turbulence
bySteve Lockshin
Aug 8, 2024
1 Min Read
big data generative AI
WealthTech
Unlocking Customer 360 Through Generative AIUnlocking Customer 360 Through Generative AI
byAli Yasin, Chinmoy Bhatiya and Habby Bauer
Aug 8, 2024
1 Min Read
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WealthTech
The Word on WealthTech for August 2024
The Word on WealthTech for August 2024
Aug 8, 2024
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1 Min Read
byDoug Fritz, CEO and founder
RIA Edge Podcast Michael Conway Conway Wealth
RIA Edge
RIA Edge Podcast: How Conway Wealth Prioritizes Clients’ Life Goals Beyond Investments
RIA Edge Podcast: How Conway Wealth Prioritizes Clients’ Life Goals Beyond Investments
Aug 6, 2024
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
Bitcoin and Ether ETFs Battered Amid Global Selloff in Equities
ETFs
Bitcoin and Ether ETFs Battered Amid Global Selloff in Equities
Bitcoin and Ether ETFs Battered Amid Global Selloff in Equities
Aug 5, 2024
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1 Min Read
byBenjamin Taubman (Bloomberg)
Eerie Outage from Sandy
Industry News & Trends
Schwab, Fidelity Traders Report Outages During Stock Meltdown
Schwab, Fidelity Traders Report Outages During Stock Meltdown
Aug 5, 2024
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1 Min Read
byPaige Smith (Bloomberg)
fidelity investments
WealthTech
Fidelity Brings Bundled Tech Tools to Small and Mid-Sized RIAs
Fidelity Brings Bundled Tech Tools to Small and Mid-Sized RIAs
Aug 5, 2024
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1 Min Read
byDiana Britton, Managing Editor
Ritik Malhotra, co-founder of Savvy Wealth RIA news
Investment
Savvy Wealth Closes Series A Funding, Raising $26.5M
Savvy Wealth Closes Series A Funding, Raising $26.5M
Aug 5, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
AI robot faces phone scams fraud
WealthTech
RIAs Need to Take a Methodical Approach to Embracing AI
RIAs Need to Take a Methodical Approach to Embracing AI
Aug 1, 2024
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1 Min Read
byBrad Genser
businessman on the beach summer
Business Planning
Three Ways Advisors Can Use the ‘Summer Slowdown’ to Get Ahead
Three Ways Advisors Can Use the ‘Summer Slowdown’ to Get Ahead
Aug 1, 2024
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1 Min Read
byMary Mock
Daffy Adam Nash DAFs
Philanthropy
Daffy Launches Custom Portfolios
Daffy Launches Custom Portfolios
Jul 30, 2024
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1 Min Read
byDavid H. Lenok, Senior Editor
estate-planning-keyboard.jpg
Estate Planning
Steve Lockshin's Vanilla Relaunches Vanilla Academy
Steve Lockshin's Vanilla Relaunches Vanilla Academy
Jul 29, 2024
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1 Min Read
byDavid H. Lenok, Senior Editor
The WealthStack Podcast Michelle Feinstein Salesforce CTO Think Tank Wealth Management EDGE
Insights & Analysis
The WealthStack Podcast: CTO Think Tank Insights with Michelle Feinstein
The WealthStack Podcast: CTO Think Tank Insights with Michelle Feinstein
Jul 26, 2024
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
Substack for advisors
Marketing
The Benefits of Substack as a Publishing Platform for Advisors
The Benefits of Substack as a Publishing Platform for Advisors
Jul 25, 2024
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1 Min Read
byJohn Kador
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Insights & Analysis
Boost Client Acquisition and Retention: Leveraging CRM for Growth
Boost Client Acquisition and Retention: Leveraging CRM for Growth
Jul 25, 2024
GeoWealth offices chicago
WealthTech
GeoWealth Raises $18M Led By BlackRock
GeoWealth Raises $18M Led By BlackRock
Jul 25, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
logo in a gray background |
RPA
401(k) Real Talk Transcript for July 24, 2024
401(k) Real Talk Transcript for July 24, 2024
Jul 24, 2024
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1 Min Read
byFred Barstein, The Retirement Adviser University,
RPA 401k Real Talk with Fred Barstein retirement news logo in a gray background | RPA 401k Real Talk with Fred Barstein retirement news
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401(k) Real Talk Episode 115: July 24, 2024
401(k) Real Talk Episode 115: July 24, 2024
Jul 24, 2024
byFred Barstein, The Retirement Adviser University,
WMTV on location T3 conference Powder CEO Kanishk Parashar
WealthTech
Wealthtech Startup Powder Raises $5M in Seed Funding
Wealthtech Startup Powder Raises $5M in Seed Funding
Jul 23, 2024
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1 Min Read
byDiana Britton, Managing Editor
Docupace CEO David Knoch
WealthTech
Genstar Makes Majority Investment in Docupace
Genstar Makes Majority Investment in Docupace
Jul 23, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
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Insights & Analysis
Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs
Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs
Jul 22, 2024
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WealthTech
Global IT Outage Affecting Microsoft Systems Hits Wealth Management
Global IT Outage Affecting Microsoft Systems Hits Wealth Management
Jul 19, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Smarsh
WealthTech
Smarsh Announces Partnership With OpenAI
Smarsh Announces Partnership With OpenAI
Jul 18, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
iStock/1316937637
Sponsored Content
Adapting to Technological Change: A CTO’s Perspective
Adapting to Technological Change: A CTO’s Perspective
Jul 18, 2024
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1 Min Read
icapital-network-office.png
Alternative Investments
170 Advisory Firms Have Joined iCapital Year-to-Date
170 Advisory Firms Have Joined iCapital Year-to-Date
Jul 18, 2024
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1 Min Read
byElaine Misonzhnik, Senior Editor, Investments
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Regulation & Compliance
ACA Survey: Most Advisory Firms Have No Plans To Use AI Tools
ACA Survey: Most Advisory Firms Have No Plans To Use AI Tools
Jul 16, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
WealthStack podcast Christine Simone Caribou
Insights & Analysis
The WealthStack Podcast: Strengthening Financial Futures With Healthcare Planning
The WealthStack Podcast: Strengthening Financial Futures With Healthcare Planning
Jul 12, 2024
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
doctor money Earned Wealth
WealthTech
Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A
Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A
Jul 11, 2024
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1 Min Read
byValida Pau
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WealthTech
Bain Capital to Acquire Envestnet
Bain Capital to Acquire Envestnet
Jul 11, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
RPA 401k Real Talk with Fred Barstein retirement news logo in a gray background | RPA 401k Real Talk with Fred Barstein retirement news
RPA
401(k) Real Talk Episode 113: July 10, 2024
401(k) Real Talk Episode 113: July 10, 2024
Jul 10, 2024
byFred Barstein, The Retirement Adviser University,
Farther CEO and co-founder Taylor Matthews
RIA
Farther Reports $3B In AUM, New Hires
Farther Reports $3B In AUM, New Hires
Jul 8, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com

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