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Michael Kitces
Industry News & Trends
Michael Kitces on the Biggest Opportunities, Oversold Ideas in AdviceMichael Kitces on the Biggest Opportunities, Oversold Ideas in Advice

Recent innovations in advisor tech are filling large gaps in the financial services industry, says Michael Kitces, co-founder of XY Planning Network.

bySamuel Steinberger, Senior Technology Editor
Oct 1, 2018
|
1 Min Read
robot arms
Artificial Intelligence
Will Automation in the Warehouse Sector Affect Real Estate Needs?Will Automation in the Warehouse Sector Affect Real Estate Needs?
byPatricia Kirk
Oct 1, 2018
1 Min Read
Independent Financial Partners office
WealthTech
IFP Announces Tech Agreements Ahead of Broker/Dealer LaunchIFP Announces Tech Agreements Ahead of Broker/Dealer Launch
byMichael Thrasher
Sep 28, 2018
1 Min Read
Deepak Chhugani, CEO and founder of The Lobby
WealthTech
Could This Startup Provide a New Entry Point to Wall Street?Could This Startup Provide a New Entry Point to Wall Street?
byDavis Janowski
Sep 28, 2018
1 Min Read
computer finance data
WealthTech
Betterment for Advisors Adds Trust Account OpeningBetterment for Advisors Adds Trust Account Opening
bySamuel Steinberger
Sep 28, 2018
1 Min Read
baby money
Investment
The New Generation of Socially Responsible InvestorsThe New Generation of Socially Responsible Investors
byDiana Britton
Sep 27, 2018
1 Min Read
M1 Finance founder and CEO Brian Barnes
WealthTech
Investors Share Their #MyM1Story in Hopes of Winning $500
Investors Share Their #MyM1Story in Hopes of Winning $500
Sep 27, 2018
|
1 Min Read
byMichael Thrasher, Staff Writer
Amazon echo
WealthTech
Alexa, Tell Me About My Advisory Business
Alexa, Tell Me About My Advisory Business
Sep 26, 2018
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
voya
Regulation & Compliance
Voya to Pay $1 Million Penalty for Cybersecurity Failures
Voya to Pay $1 Million Penalty for Cybersecurity Failures
Sep 26, 2018
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1 Min Read
byDiana Britton, Managing Editor
computer trading desk
Retirement
Advisors Who Want to Build 401(k) Business Aren’t Prioritizing Technology
Advisors Who Want to Build 401(k) Business Aren’t Prioritizing Technology
Sep 26, 2018
|
1 Min Read
byWealthManagement.com Staff
Get Mineral Approach
WealthTech
Carson Group’s Mineral Interactive Wins XYPN Fintech Competition
Carson Group’s Mineral Interactive Wins XYPN Fintech Competition
Sep 26, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Tolerisk at Finovate
WealthTech
Tolerisk Announces 401(k) Offering for Advisors at FinovateFall 2018
Tolerisk Announces 401(k) Offering for Advisors at FinovateFall 2018
Sep 25, 2018
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
money magnet
WealthTech
Former BlackRock, J.P. Morgan Executives Invest In Zoe Financial Lead Generation Service
Former BlackRock, J.P. Morgan Executives Invest In Zoe Financial Lead Generation Service
Sep 25, 2018
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1 Min Read
byMichael Thrasher, Staff Writer
mobile apps
WealthTech
Ten Best Mobile Apps for Advisors
Ten Best Mobile Apps for Advisors
Sep 25, 2018
|
11 Slides
byJohn Kador
digital stock market graph
WealthTech
United Income Encourages Radical Reporting; They Have Just the Tool for It
United Income Encourages Radical Reporting; They Have Just the Tool for It
Sep 25, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
XYPN Live Michael Kitces
Industry News & Trends
XYPN Showcases Advisor Benchmarking, More Integrations
XYPN Showcases Advisor Benchmarking, More Integrations
Sep 24, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Private Ocean Wealth Management CEO Greg Friedman
RIA
Private Ocean Acquires Fellow Bay Area RIA to Create $2.2 Billion Firm
Private Ocean Acquires Fellow Bay Area RIA to Create $2.2 Billion Firm
Sep 24, 2018
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
smartphone texting
WealthTech
U.K. Fintech Startup Cleo Raises $10 Million After Entering U.S.
U.K. Fintech Startup Cleo Raises $10 Million After Entering U.S.
Sep 21, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Fiduciary Trust
Sponsored Content
A focus on investment and wealth management
A focus on investment and wealth management
Sep 21, 2018
|
1 Min Read
A TD Ameritrade sign.
WealthTech
A Free Digital Scratch Pad for Breaking Away, Tool from TDAI Helps Advisors Envision a Shop of Their Own
A Free Digital Scratch Pad for Breaking Away, Tool from TDAI Helps Advisors Envision a Shop of Their Own
Sep 21, 2018
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1 Min Read
byMichael Thrasher, Staff Writer
A taxi with a Betterment ad on the hood.
WealthTech
RightCapital’s Betterment Partnership Hints at Advisor Numbers, Growth
RightCapital’s Betterment Partnership Hints at Advisor Numbers, Growth
Sep 20, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
blockchain mining
Digital Assets
Don’t Lose Your Clients’ Cryptocurrency in Cyberspace
Don’t Lose Your Clients’ Cryptocurrency in Cyberspace
Sep 20, 2018
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1 Min Read
Twitter and Square CEO Jack Dorsey
WealthTech
Square Considering Investments, Savings Products
Square Considering Investments, Savings Products
Sep 19, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
iCapital CEO Lawrence Calcano
WealthTech
iCapital Buys Bank of America Alt Feeder Fund Ops
iCapital Buys Bank of America Alt Feeder Fund Ops
Sep 19, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Fi360 Image
Sponsored Content
Adding value through analytics
Adding value through analytics
Sep 19, 2018
|
1 Min Read
Wharton professor Michael Steele
WealthTech
Robo Advisor qplum Adds Wharton Professor, Ex-Goldman Sachs Portfolio Manager
Robo Advisor qplum Adds Wharton Professor, Ex-Goldman Sachs Portfolio Manager
Sep 18, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
Salesforce Financial Services cloud
WealthTech
Salesforce Announces Workflow Improvements
Salesforce Announces Workflow Improvements
Sep 18, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
HighTower Advisors CEO Bob Oros
WealthTech
HD Vest Integrates Envestnet Tech
HD Vest Integrates Envestnet Tech
Sep 14, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
MoneyGuidePro Chief Growth Officer Kevin Hughes
WealthTech
MoneyGuidePro Launches G5
MoneyGuidePro Launches G5
Sep 13, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
digital dollar
Cybersecurity
Seven Tips to Protect Wealthy Families from Cybersecurity Threats
Seven Tips to Protect Wealthy Families from Cybersecurity Threats
Sep 13, 2018
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7 Slides
byDavid H. Lenok, Senior Editor
Andrew Salesky
WealthTech
Expect More Agility, Integrations from Schwab
Expect More Agility, Integrations from Schwab
Sep 13, 2018
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Outdated Advisor Tech
Sponsored Content
5 Signs You're Using Outdated Advisor Tech
5 Signs You're Using Outdated Advisor Tech
Sep 13, 2018
|
1 Min Read
Advizr Workplace Artboard
Sponsored Content
Bringing Employee Financial Wellness Programs to the Workplace
Bringing Employee Financial Wellness Programs to the Workplace
Sep 12, 2018
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1 Min Read
SEC building
WealthTech
ICO Superstore Settles with SEC
ICO Superstore Settles with SEC
Sep 12, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
cryptocurrency-blockchain
Regulation & Compliance
FINRA Files First Crypto Complaint
FINRA Files First Crypto Complaint
Sep 11, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor

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