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Financial Planning
Ten Wealth Management Trends for 2019; How to PrepareTen Wealth Management Trends for 2019; How to Prepare

The researchers at Aite Group shared what they think will be the biggest trends in wealth management and how firms can prepare for them.

byDiana Britton, Managing Editor
Jan 3, 2019
|
1 Min Read
SEC building
Regulation & Compliance
Why a Decline in Fines Doesn’t Mean Relaxed EnforcementWhy a Decline in Fines Doesn’t Mean Relaxed Enforcement
Jan 2, 2019
1 Min Read
businessman data flow
WealthTech
Mutual Funds Inspire Digital Property FundsMutual Funds Inspire Digital Property Funds
bySamuel Steinberger
Dec 31, 2018
1 Min Read
robots computers
WealthTech
Fintechs Expected to Continue Rolling in 2019Fintechs Expected to Continue Rolling in 2019
bySamuel Steinberger
Dec 31, 2018
1 Min Read
beach-retirement
WealthTech
Public Version of Whealthcare Planning AvailablePublic Version of Whealthcare Planning Available
byDavis Janowski
Dec 27, 2018
1 Min Read
bitcoin
WealthTech
Bitcoin's Wild RideBitcoin's Wild Ride
Dec 26, 2018
1 Min Read
logo in a gray background |
Cybersecurity
FINRA’s Cybersecurity Best Practices
FINRA’s Cybersecurity Best Practices
Dec 25, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
iCapital CEO Lawrence Calcano
WealthTech
iCapital and Rockefeller Strike Partnership
iCapital and Rockefeller Strike Partnership
Dec 22, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
SEC Headquarters
WealthTech
SEC Charges Wealthfront, Hedgeable With False Disclosures
SEC Charges Wealthfront, Hedgeable With False Disclosures
Dec 21, 2018
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1 Min Read
byMichael Thrasher, Samuel Steinberger
LPL Financial sign
WealthTech
LPL Makes Its Model Wealth Portfolio Platform More Attractive to Advisors
LPL Makes Its Model Wealth Portfolio Platform More Attractive to Advisors
Dec 21, 2018
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1 Min Read
byDiana Britton, Managing Editor
stock market data on tablet
WealthTech
Structured Products on the Rise, Again
Structured Products on the Rise, Again
Dec 20, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Addepar office sign
RIA
In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans
In Pursuit of Larger Wealth Managers, Addepar Hires Several Industry Veterans
Dec 20, 2018
|
1 Min Read
byMichael Thrasher, Staff Writer
Larry Miles
WealthTech
For AdvicePeriod’s Larry Miles, Simplicity Is a Business Strategy
For AdvicePeriod’s Larry Miles, Simplicity Is a Business Strategy
Dec 20, 2018
|
1 Min Read
byWealthManagement.com Staff
Morgan Stanley
WealthTech
Morgan Stanley Moves to Speed Up Collaboration with Tech Startups
Morgan Stanley Moves to Speed Up Collaboration with Tech Startups
Dec 19, 2018
|
1 Min Read
eMoney founder Edmond Walters
RIA
eMoney Founder Joins the Board of Plan Recordkeeper Professional Capital Services
eMoney Founder Joins the Board of Plan Recordkeeper Professional Capital Services
Dec 19, 2018
|
1 Min Read
byDiana Britton, Managing Editor
logo in a gray background |
WealthTech
LifeYield’s Social Security Tool Added to TAMP
LifeYield’s Social Security Tool Added to TAMP
Dec 17, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
TD ameritrade
WealthTech
TD Ameritrade Institutional Unveils Paperless Onboarding
TD Ameritrade Institutional Unveils Paperless Onboarding
Dec 17, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
digital fingerprint
WealthTech
The Four Biggest Cyber Risks of 2019
The Four Biggest Cyber Risks of 2019
Dec 14, 2018
|
1 Min Read
Robinhood Checking and Savings
WealthTech
Robinhood Offers “Checking & Savings”
Robinhood Offers “Checking & Savings”
Dec 14, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
digital data finance
WealthTech
Envestnet Integrates SaleMove, Lays Out 2019 Roadmap
Envestnet Integrates SaleMove, Lays Out 2019 Roadmap
Dec 14, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
logo in a gray background |
WealthTech
Morgan Stanley Aims to Make Its Advisors More Visible on the Web
Morgan Stanley Aims to Make Its Advisors More Visible on the Web
Dec 13, 2018
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1 Min Read
byMichael Thrasher, Staff Writer
Independent Financial Partners office
WealthTech
Independent Financial Partners Goes With Albridge for Wealth Reporting
Independent Financial Partners Goes With Albridge for Wealth Reporting
Dec 13, 2018
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1 Min Read
byDiana Britton, Managing Editor
emojis
WealthTech
TD Ameritrade Trolls Robinhood
TD Ameritrade Trolls Robinhood
Dec 13, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Kevin Busque
WealthTech
Technology-Focused 401(k) Startup, Guideline, Lands Additional $35 Million in Funding
Technology-Focused 401(k) Startup, Guideline, Lands Additional $35 Million in Funding
Dec 13, 2018
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
businessman computer
WealthTech
RIA in a Box Adds Audit Prep Tool
RIA in a Box Adds Audit Prep Tool
Dec 13, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Plaid close up
WealthTech
Data Aggregator Plaid Jumps in Value
Data Aggregator Plaid Jumps in Value
Dec 12, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
computer monitors illustration
WealthTech
Folio’s New Platform Suited for Bespoke SRI Portfolios
Folio’s New Platform Suited for Bespoke SRI Portfolios
Dec 12, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
LPL Financial CEO Dan Arnold
WealthTech
LPL’s Dan Arnold Lays Out Integration Roadmap
LPL’s Dan Arnold Lays Out Integration Roadmap
Dec 8, 2018
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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: November 2018
Riskalyze Fintech Report Card: November 2018
Dec 7, 2018
|
1 Min Read
byAaron Klein
poker chips
Digital Assets
Morgan Creek Bets $1 Million Its Cryptocurrency Index Fund Will Beat the S&P 500
Morgan Creek Bets $1 Million Its Cryptocurrency Index Fund Will Beat the S&P 500
Dec 7, 2018
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1 Min Read
byMichael Thrasher, Staff Writer
nametag
RIA
Robinhood Signs Former Amazon Chief Of Staff As CFO
Robinhood Signs Former Amazon Chief Of Staff As CFO
Dec 7, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
millennials phones
Industry News & Trends
Millennials to Advisors: We Don’t Need You
Millennials to Advisors: We Don’t Need You
Dec 6, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
BNY Mellon
Industry News & Trends
Vestwell Inks a Deal With BNY Mellon
Vestwell Inks a Deal With BNY Mellon
Dec 5, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Vestmark
WealthTech
Facet Wealth Announces Partnership With Vestmark
Facet Wealth Announces Partnership With Vestmark
Dec 5, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
A taxi with a Betterment ad on the hood.
WealthTech
New Betterment “Two-Way Sweep” Feature Would Boost Yield on Client Cash
New Betterment “Two-Way Sweep” Feature Would Boost Yield on Client Cash
Dec 5, 2018
|
1 Min Read
byMichael Thrasher, Staff Writer

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