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Artificial Intelligence

Bridgewater Co-CIO Sees AI Adding ‘Incredible Strength’ for Investors Bridgewater Co-CIO Sees AI Adding ‘Incredible Strength’ for Investors

Bridgewater's Greg Jensen said this current AI boom is nothing like the 1999 tech bubble.

byHema Parmar and Katherine Burton

Jul 8, 2024

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1 Min Read

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The Word on WealthTech for July 2024 The Word on WealthTech for July 2024

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Finology CEO Alex Bottom

Finology Software, Helping Advisors Engage With and Plan for HENRYs Finology Software, Helping Advisors Engage With and Plan for HENRYs

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Jul 3, 2024

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Adjusted for Risk Zephyr podcast

Adjusted for Risk: Tips For Creating An Effective Marketing Strategy Adjusted for Risk: Tips For Creating An Effective Marketing Strategy

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Tackling the Great Wealth Transfer With Technology Tackling the Great Wealth Transfer With Technology

Jul 2, 2024

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Can an Efficient Tech Stack Give You Time Back?Can an Efficient Tech Stack Give You Time Back?

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Artificial Intelligence

Robinhood Acquires AI-Driven Investment-Advice Platform Pluto

Robinhood Acquires AI-Driven Investment-Advice Platform Pluto

byPaige Smith (Bloomberg)

artificial intelligence family offices estate planning

A Closer Look at AI in Family Offices

A Closer Look at AI in Family Offices

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byHanna R. Dameron, Tracy L. McLaughlinand 1 more

RISR CEO Jason Early

RISR, A Business Owner Engagement Platform, Raises $1.5 Million

RISR, A Business Owner Engagement Platform, Raises $1.5 Million

byDavis Janowski, Senior Technology Editor, WealthManagement.com

EncorEstate Plans CEO Matt Morris estate planning

Estate Planning

EncorEstate Brings a 'Human Touch' to Estate Tech

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byDavid H. Lenok, Senior Editor

Artificial Intelligence

Adjusted for Risk: How AI Can Impact the Wealth Management Industry and Your Practice

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byRyan Nauman, Market Strategist

Danny Lohrfink wealth.com

Estate Planning

Wealth.com Launches Family Office Suite

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byDavid H. Lenok, Senior Editor

Wealthstack Podcast PhilanthPro Nick Palahnuk

The WealthStack Podcast: Bringing the Power of Planning to Philanthropy

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byShannon Rosic - Moderator, Director of WealthStack Content and Solutions

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Keeping Pace With Compliance Regulations

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Using Technology to Level Up the Advisor-Client Relationship

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WMTV on Location Pershing Insite Mark Evans Conquest Planning

Democratizing Access to Advice

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byWealthManagement.com Staff

Morningstar Wealth President Daniel Needham

AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP

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byRob Burgess, Technology Reporter

Industry News & Trends

Orion Calls Employees Back to Office With Hybrid Schedules, Earned Flexibility

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byDavis Janowski, Senior Technology Editor, WealthManagement.com

AssetMark lobby private equity GCTR

AssetMark Announces Strategic Collaboration with TIFIN Give

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byDavid H. Lenok, Senior Editor

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Deepening Advisor-Client Engagements With BeFi20

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United Planners Keeps Service Standards High and in Demand

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Practice Management Tools for a Successful Business

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Data Builds Relationships

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What's in my wealthstack OFC Emily Jaffe

Financial Planning

OFC Wealth Management: Taking Some Of The Stress Out Of Divorce With Specialized Software

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byRob Burgess, Technology Reporter

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Better Supporting Advisors Through Innovation With Apex Fintech Solutions

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Fidelity

Fidelity, Envestnet Increase Collaboration On Managed Accounts

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byRob Burgess, Technology Reporter

Adjusted for Risk: Envestnet's Dana D'Auria on the Importance of Offering Personalized Investments at Scale

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byRyan Nauman, Market Strategist

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FactSet Invests $12.5M In Aidentified

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byDavis Janowski, Senior Technology Editor, WealthManagement.com

Yext to Acquire Hearsay Systems

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byRob Burgess, Technology Reporter

Brightwave CEO Mike Conover AI

AI-Powered Financial Research Assistant Brightwave Raises $6M In Seed Funding

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byRob Burgess, Technology Reporter

Parker Ence Jump

AI Startup for Advisors Jump Announces $4.6M in Funding

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byDavis Janowski, Senior Technology Editor, WealthManagement.com

YourStake CEO Gabe Rissman

Artificial Intelligence

YourStake To Provide AI-Powered APIs To Apex Fintech Solutions

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byRob Burgess, Technology Reporter

WealthStack Podcast Michael Cocanower AdviserCyber cybersecurity rules

The WealthStack Podcast: Preparing for the Latest SEC Cybersecurity Rules

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byShannon Rosic - Moderator, Director of WealthStack Content and Solutions

WealthStack Roundup: Advyzon Investment Management Names Scott Smith Chief Revenue Officer

WealthStack Roundup: Advyzon Investment Management Names Scott Smith Chief Revenue Officer

byRob Burgess, Technology Reporter

The Word on WealthTech for June 2024

The Word on WealthTech for June 2024

byDoug Fritz, CEO and founder