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M1 Finance founder and CEO Brian Barnes
WealthTech
Robo Advisor M1 Finance is Latest To Help Investors Manage CashRobo Advisor M1 Finance is Latest To Help Investors Manage Cash

The company plans to offer the M1 Spend checking account and a Visa debit card later this year.

byMichael Thrasher, Staff Writer
Jan 29, 2019
|
1 Min Read
protecting data
WealthTech
TDAI, cleverDome Partner to Protect Client DataTDAI, cleverDome Partner to Protect Client Data
byDavis Janowski, Samuel Steinberger
Jan 29, 2019
1 Min Read
Ryan Shanks
WealthTech
New Platform to Match Firms With Potential Advisor RecruitsNew Platform to Match Firms With Potential Advisor Recruits
byDiana Britton
Jan 29, 2019
1 Min Read
Acorns
WealthTech
NBCUniversal Funding Gets Acorns Closer to Unicorn StatusNBCUniversal Funding Gets Acorns Closer to Unicorn Status
byDavis Janowski
Jan 29, 2019
1 Min Read
Fidelity
WealthTech
Fidelity Go Ranked "Best Overall Robo"Fidelity Go Ranked "Best Overall Robo"
bySamuel Steinberger
Jan 28, 2019
1 Min Read
bitcoin
Estate Planning
Estate Planning With Bitcoin ExplainedEstate Planning With Bitcoin Explained
Jan 25, 2019
1 Min Read
Oleg Tishkevich
WealthTech
Founder of Finance Logix Launches New Tech Consultancy
Founder of Finance Logix Launches New Tech Consultancy
Jan 25, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Federal government shutdown need to work sign
Industry News & Trends
Betterment Joins XYPN in Offering Free Financial Advice to Government Employees
Betterment Joins XYPN in Offering Free Financial Advice to Government Employees
Jan 25, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
tablet digital lock
Estate Planning
Notes From Heckerling 2019: Protecting Client Data
Notes From Heckerling 2019: Protecting Client Data
Jan 25, 2019
|
1 Min Read
byThomas Tietz, Associate
Michael Kitces
WealthTech
AdvicePay Crowdfunds $2M In Seed Capital, Adds Enterprise Version
AdvicePay Crowdfunds $2M In Seed Capital, Adds Enterprise Version
Jan 24, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Riskalyze CEO Aaron Klein
WealthTech
Riskalyze Integrates With Advyzon
Riskalyze Integrates With Advyzon
Jan 24, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Instasgram
WealthTech
Hearsay Adds Instagram Support
Hearsay Adds Instagram Support
Jan 23, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
3D printer
High Net Worth
The Fourth Industrial Revolution Is Here
The Fourth Industrial Revolution Is Here
Jan 22, 2019
|
1 Min Read
byMitzi Perdue
digital dollar sign
WealthTech
Blackstone's New Hire Has SigFig Ties
Blackstone's New Hire Has SigFig Ties
Jan 19, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
jack bogle desk
RIA
Bogle Inspired Stein's Betterment, but They Had Disagreements
Bogle Inspired Stein's Betterment, but They Had Disagreements
Jan 19, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
bankruptcy books
WealthTech
Bankruptcy Software Upsolve Gets Push from Tech Accelerator
Bankruptcy Software Upsolve Gets Push from Tech Accelerator
Jan 18, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
broken bone cast
WealthTech
Breaking A Bone Preferable To Buying A Home
Breaking A Bone Preferable To Buying A Home
Jan 17, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
fiserv
WealthTech
Fiserv to Buy First Data in $22 Billion Stock Deal
Fiserv to Buy First Data in $22 Billion Stock Deal
Jan 16, 2019
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1 Min Read
MoneyGuidePro Chief Growth Officer Kevin Hughes
WealthTech
PIEtech Unveils Slimmed-Down Version of MoneyGuidePro
PIEtech Unveils Slimmed-Down Version of MoneyGuidePro
Jan 16, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Private Advisor Group
RIA
Private Advisor Group’s New Affiliation Model Faces Competition
Private Advisor Group’s New Affiliation Model Faces Competition
Jan 16, 2019
|
1 Min Read
byDiana Britton, Managing Editor
Apple Pay
WealthTech
TD Ameritrade Allows Apple Pay Funding for Brokerage Accounts
TD Ameritrade Allows Apple Pay Funding for Brokerage Accounts
Jan 16, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
SEC seal
Regulation & Compliance
SEC Sues Same Group Behind Press Release Hack Over Edgar Breach
SEC Sues Same Group Behind Press Release Hack Over Edgar Breach
Jan 15, 2019
|
1 Min Read
mobile trading app
WealthTech
U.S. Banks Hold Tech Lead Over Europe
U.S. Banks Hold Tech Lead Over Europe
Jan 15, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Anil Arora Yodlee
WealthTech
Yodlee CEO to Step Down Amid Envestnet Reorganization
Yodlee CEO to Step Down Amid Envestnet Reorganization
Jan 11, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
New York Stock Exchange
ETFs
Bitwise Files For New Bitcoin ETF That NYSE Arca Seeks to List
Bitwise Files For New Bitcoin ETF That NYSE Arca Seeks to List
Jan 11, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
N26
WealthTech
Mobile Banking Startup N26 Receives $300 Million, Targets US Market
Mobile Banking Startup N26 Receives $300 Million, Targets US Market
Jan 11, 2019
|
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 2018
Riskalyze Fintech Report Card: December 2018
Jan 10, 2019
|
1 Min Read
byAaron Klein
data pipe
WealthTech
Plaid's Purchase of Quovo Raises Questions
Plaid's Purchase of Quovo Raises Questions
Jan 10, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Interactive Brokers Group
WealthTech
Marstone and Interactive Brokers Are Latest "Digital Dance Partners"
Marstone and Interactive Brokers Are Latest "Digital Dance Partners"
Jan 10, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
United Capital GuideCenter app
WealthTech
United Capital Brings Mobile App to Clients
United Capital Brings Mobile App to Clients
Jan 10, 2019
|
1 Min Read
byDiana Britton, Managing Editor
crypto currencies
Digital Assets
Before Advising on Crypto Investments, Ask These Four Questions
Before Advising on Crypto Investments, Ask These Four Questions
Jan 8, 2019
|
1 Min Read
Plaid close up
WealthTech
Logging In to Your Bank Account Is Now a $3 Billion Business
Logging In to Your Bank Account Is Now a $3 Billion Business
Jan 8, 2019
|
1 Min Read
A Merrill Edge investment center.
WealthTech
Merrill Edge Is Making Fund Research Easier for DIY Clients
Merrill Edge Is Making Fund Research Easier for DIY Clients
Jan 8, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
brain businessman
Client Relations
Can Soft Skills Be Taught? In Financial Services, They Should Be
Can Soft Skills Be Taught? In Financial Services, They Should Be
Jan 8, 2019
|
1 Min Read
paper airplanes money
WealthTech
Three Highly Funded NY Startups Advisors Have Probably Not Heard Of
Three Highly Funded NY Startups Advisors Have Probably Not Heard Of
Jan 4, 2019
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com

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