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Robinhood apps
WealthTech
Robinhood Continues Raising MillionsRobinhood Continues Raising Millions

Robinhood's latest funding round puts the company's valuation north of $7 billion.

bySamuel Steinberger, Senior Technology Editor
Jul 23, 2019
|
1 Min Read
moneylion-card.jpeg
WealthTech
MoneyLion Funding Earmarked For B/D CapabilitiesMoneyLion Funding Earmarked For B/D Capabilities
bySamuel Steinberger
Jul 23, 2019
1 Min Read
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WealthTech
Betterment Wades Into BankingBetterment Wades Into Banking
bySamuel Steinberger
Jul 23, 2019
1 Min Read
Morgan Stanley
WealthTech
Morgan Stanley Embraces the Cloud for Client Document StorageMorgan Stanley Embraces the Cloud for Client Document Storage
bySamuel Steinberger
Jul 22, 2019
1 Min Read
JoJo Fletcher and Jordan Rodgers
Financial Planning
Northwestern Mutual Takes Financial Planning to the ChapelNorthwestern Mutual Takes Financial Planning to the Chapel
bySamuel Steinberger
Jul 19, 2019
1 Min Read
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Sponsored Content
CRE Technology is Changing How Investors Find True Owners and Win DealsCRE Technology is Changing How Investors Find True Owners and Win Deals
Jul 19, 2019
1 Min Read
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WealthTech
Tech Giants Are Expanding Presence in New York, as the City’s Tech Talent Pool Grows
Tech Giants Are Expanding Presence in New York, as the City’s Tech Talent Pool Grows
Jul 18, 2019
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1 Min Read
byPatricia Kirk, Contributing writer
smartphone-computer-finance-data.jpg
Retirement
The Evolution of 401(k) Record-Keeping Technology
The Evolution of 401(k) Record-Keeping Technology
Jul 18, 2019
|
1 Min Read
byChad Parks, CEO
Ethic_founders.jpg
WealthTech
ESG-Focused Ethic Secures $13 Million in Funding
ESG-Focused Ethic Secures $13 Million in Funding
Jul 18, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Plaid close up
WealthTech
Student Loans Get The Plaid Treatment
Student Loans Get The Plaid Treatment
Jul 18, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
warehouse-robot-getty-178464033.jpg
WealthTech
Robots Are Scaling Warehouse Shelves to Get Stuff to You Faster
Robots Are Scaling Warehouse Shelves to Get Stuff to You Faster
Jul 17, 2019
|
1 Min Read
byBloomberg
Goldman Sachs
WealthTech
Goldman Follows PayPal With Investment in German Startup
Goldman Follows PayPal With Investment in German Startup
Jul 16, 2019
|
1 Min Read
Cybersecurity
Cybersecurity
Cybersecurity Tops List of Compliance Concerns in New Survey
Cybersecurity Tops List of Compliance Concerns in New Survey
Jul 15, 2019
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1 Min Read
byPatrick Donachie, Senior Reporter
Josh Brown
WealthTech
Ritholtz Remakes Liftoff With Betterment's Help
Ritholtz Remakes Liftoff With Betterment's Help
Jul 15, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
financial data computer
Business Planning
Don’t Charge for Reporting on Outside Assets
Don’t Charge for Reporting on Outside Assets
Jul 15, 2019
|
1 Min Read
robots computers
WealthTech
Five Robo Advisor Myths Debunked
Five Robo Advisor Myths Debunked
Jul 12, 2019
|
1 Min Read
Charles Schwab
WealthTech
Schwab Intelligent Portfolios Premium Attracts $1B in New Assets
Schwab Intelligent Portfolios Premium Attracts $1B in New Assets
Jul 11, 2019
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
voya-financial-sign.jpg
WealthTech
Voya Launches Human-Tech Hybrid Investing Platform
Voya Launches Human-Tech Hybrid Investing Platform
Jul 11, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Advisor co-founder and CEO Hussain Zaidi
WealthTech
Orion Buys Planning Tech Provider Advizr
Orion Buys Planning Tech Provider Advizr
Jul 11, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Keith Gregg
Industry News & Trends
Chalice Upgrades Its M&A Matching Service for Advisors
Chalice Upgrades Its M&A Matching Service for Advisors
Jul 11, 2019
|
1 Min Read
byPatrick Donachie, Senior Reporter
401(k) fingerprint
Retirement
Strategies for Improving 401(k) Performance
Strategies for Improving 401(k) Performance
Jul 10, 2019
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1 Min Read
byEd McCarthy
Person holding phone at airport.png
WealthTech
Younger Advisors Value Tech Savvy at Firms, Survey Finds
Younger Advisors Value Tech Savvy at Firms, Survey Finds
Jul 9, 2019
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1 Min Read
byPatrick Donachie, Senior Reporter
InvestCloud Adds CFO, Opens NYC Incubator
WealthTech
InvestCloud Adds CFO, Opens NYC Incubator
InvestCloud Adds CFO, Opens NYC Incubator
Jul 5, 2019
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
china flag-GettyImages-941492342.jpg
WealthTech
China's Buildings Are Watching How People Shop, Cook and Steal
China's Buildings Are Watching How People Shop, Cook and Steal
Jul 5, 2019
|
1 Min Read
byBloomberg
Rana Yared
RIA
Vestwell Adds New Directors
Vestwell Adds New Directors
Jul 2, 2019
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
bubble-CRE.jpg
WealthTech
The Next Housing Bubble Could Come from Technology
The Next Housing Bubble Could Come from Technology
Jul 1, 2019
|
1 Min Read
byBloomberg
Mindy diamond podcast
WealthTech
Gaining the Technological Edge in Independence
Gaining the Technological Edge in Independence
Jul 1, 2019
byMindy Diamond, CEO, Diamond Consultants
male-female-symbols.jpg
Alternative Investments
The Gender of Language May Impact ESG Investment Performance
The Gender of Language May Impact ESG Investment Performance
Jun 28, 2019
|
1 Min Read
byDavid H. Lenok, Senior Editor
circleblack
WealthTech
CircleBlack and RightCapital Announce Integration
CircleBlack and RightCapital Announce Integration
Jun 27, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
website construction
Marketing
Five Financial Advisor Web Design Examples That Attract and Convert
Five Financial Advisor Web Design Examples That Attract and Convert
Jun 27, 2019
|
1 Min Read
byChristopher P. Wendt, Founder and President
Fiserv_Time is Money Picture.jpg
Sponsored Content
Time is Money: Optimize Advisor Productivity Through Technology
Time is Money: Optimize Advisor Productivity Through Technology
Jun 27, 2019
|
1 Min Read
Redtail CEO Brian McLaughlin
WealthTech
Client Exposed in Redtail Data Incident Speaks Out
Client Exposed in Redtail Data Incident Speaks Out
Jun 26, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
AssetMark building
WealthTech
Seven Takeaways From AssetMark's IPO Filing
Seven Takeaways From AssetMark's IPO Filing
Jun 26, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
Ming Jia
WealthTech
Betterment’s Top Trader on How the Robo Manages Trades
Betterment’s Top Trader on How the Robo Manages Trades
Jun 26, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
assetmark-lobby.png
WealthTech
AssetMark Files for Initial Public Offering
AssetMark Files for Initial Public Offering
Jun 25, 2019
|
1 Min Read
byDiana Britton, Moderator, Managing Editor

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