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WealthTech
Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t HappenPrime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen

CFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.

byRob Burgess, Technology Reporter
May 9, 2024
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1 Min Read
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Industry News & Trends
WealthStack Roundup: Advisor360° Adds GWN Securities as a ClientWealthStack Roundup: Advisor360° Adds GWN Securities as a Client
byRob Burgess
May 9, 2024
1 Min Read
AdvicePay President Kelsey Lewis
RIA
AdvicePay Promotes Kelsey Lewis To PresidentAdvicePay Promotes Kelsey Lewis To President
byRob Burgess
May 8, 2024
1 Min Read
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WealthTech
RightCapital Launches Integrated Risk Tolerance ToolRightCapital Launches Integrated Risk Tolerance Tool
byDavis Janowski
May 7, 2024
1 Min Read
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Sponsored Content
Helping Your Business-Owner Clients ProsperHelping Your Business-Owner Clients Prosper
May 6, 2024
1 Min Read
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Alternative Investments
iCapital Launches its First Model PortfolioiCapital Launches its First Model Portfolio
byElaine Misonzhnik
May 6, 2024
1 Min Read
JPMorgan Chase
Equities
JPMorgan Unveils IndexGPT in Next Wall Street Bid to Tap AI Boom
JPMorgan Unveils IndexGPT in Next Wall Street Bid to Tap AI Boom
May 3, 2024
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1 Min Read
byGreg Ritchie and Justina Lee
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Financial Planning
WealthStack Roundup: ‘Invent Village’ To Debut At Wealth Management EDGE 2024
WealthStack Roundup: ‘Invent Village’ To Debut At Wealth Management EDGE 2024
May 3, 2024
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1 Min Read
byRob Burgess, Technology Reporter
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Artificial Intelligence
Franklin Templeton Partners With Microsoft on AI Platform
Franklin Templeton Partners With Microsoft on AI Platform
May 2, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Altruist CEO and founder Jason Wenk
WealthTech
Altruist Raises $169M in Latest Funding Round
Altruist Raises $169M in Latest Funding Round
May 2, 2024
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1 Min Read
byDiana Britton, Managing Editor
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WealthTech
How to Conduct a Technology Assessment at Your RIA
How to Conduct a Technology Assessment at Your RIA
May 1, 2024
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1 Min Read
byMatt Sonnen, COO
RPA 401k Real Talk with Fred Barstein retirement news logo in a gray background | RPA 401k Real Talk with Fred Barstein retirement news
Retirement
401(k) Real Talk Episode 104: May 1, 2024
401(k) Real Talk Episode 104: May 1, 2024
May 1, 2024
byFred Barstein, The Retirement Adviser University,
WealthStack Podcast Gene Farrell Vanilla estate planning
Estate Planning
The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell
The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell
Apr 26, 2024
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
What's in my wealthstack Eric Franklin Prospero
WealthTech
Prospero Wealth: Maximizing the Use of an All-In-One Platform
Prospero Wealth: Maximizing the Use of an All-In-One Platform
Apr 26, 2024
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1 Min Read
byRob Burgess, Technology Reporter
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Sponsored Content
Growth Investing: Tapping Trends Beyond the Mag 7
Growth Investing: Tapping Trends Beyond the Mag 7
Apr 26, 2024
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1 Min Read
Jeanette Kuda TIFIN
WealthTech
WealthStack Roundup: Jeanette Kuda Named COO of TIFIN AG
WealthStack Roundup: Jeanette Kuda Named COO of TIFIN AG
Apr 25, 2024
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1 Min Read
byRob Burgess, Technology Reporter
AssetMark lobby private equity GCTR
WealthTech
Private Equity Firm GTCR Buys AssetMark
Private Equity Firm GTCR Buys AssetMark
Apr 25, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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WealthTech
Goldman Ditches Robo-Investing for Masses in Sale to Betterment
Goldman Ditches Robo-Investing for Masses in Sale to Betterment
Apr 23, 2024
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1 Min Read
bySridhar Natarajan
What's in my wealthstack Jeff Casey CG Financial Advisors
WealthTech
CG Financial Services: Taking A Holistic Approach With Clients
CG Financial Services: Taking A Holistic Approach With Clients
Apr 18, 2024
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1 Min Read
byRob Burgess, Technology Reporter
Envestnet
WealthTech
Report: Envestnet Explores Sale; Stock Price Spikes
Report: Envestnet Explores Sale; Stock Price Spikes
Apr 16, 2024
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1 Min Read
byDiana Britton, Managing Editor
Rob Pettman TIFIN LPL
WealthTech
Former LPL Exec Joins TIFIN as President, Chief Revenue Officer
Former LPL Exec Joins TIFIN as President, Chief Revenue Officer
Apr 16, 2024
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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Digital Assets
The WealthStack Podcast: Crypto’s Journey to the Mainstream With Adam Blumberg
The WealthStack Podcast: Crypto’s Journey to the Mainstream With Adam Blumberg
Apr 12, 2024
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
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WealthTech
Merit Financial Advisors: Using Technology To Fuel Growth
Merit Financial Advisors: Using Technology To Fuel Growth
Apr 11, 2024
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1 Min Read
byRob Burgess, Technology Reporter
Finra
Regulation & Compliance
FINRA Fines Florida B/D $500K For Not Retaining Business-Related Texts
FINRA Fines Florida B/D $500K For Not Retaining Business-Related Texts
Apr 8, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
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Sponsored Content
Considering Your Clients’ Holistic Wellness Is a Key Value-Add
Considering Your Clients’ Holistic Wellness Is a Key Value-Add
Apr 8, 2024
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Sponsored Content
Transforming Portfolios With Tailored Indexing Solutions
Transforming Portfolios With Tailored Indexing Solutions
Apr 8, 2024
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Sponsored Content
Keeping Up With Regulations
Keeping Up With Regulations
Apr 8, 2024
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Sponsored Content
Data at Scale
Data at Scale
Apr 8, 2024
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Sponsored Content
When Systems Work Together
When Systems Work Together
Apr 8, 2024
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Sponsored Content
The Role of AI in Financial Services
The Role of AI in Financial Services
Apr 8, 2024
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WealthTech
The Word on WealthTech for April 2024
The Word on WealthTech for April 2024
Apr 5, 2024
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1 Min Read
byDoug Fritz, CEO and founder
Shane Cummings Halbert Hargrove What's in My Wealthstack
Cybersecurity
Halbert Hargrove: Efficiency And A Focus On Cybersecurity
Halbert Hargrove: Efficiency And A Focus On Cybersecurity
Apr 4, 2024
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1 Min Read
byRob Burgess, Technology Reporter
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WealthTech
Report: Fee-For-Service Advisors Charged More In 2023
Report: Fee-For-Service Advisors Charged More In 2023
Apr 4, 2024
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1 Min Read
byRob Burgess, Technology Reporter
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Real Estate
J.D. Power: DIY Investors’ Satisfaction 'Stagnates' Despite Rising Market
J.D. Power: DIY Investors’ Satisfaction 'Stagnates' Despite Rising Market
Apr 4, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
55ip Chief Technology Officer Gautam Sachdev CEO Paul Gamble
WealthTech
55ip CEO Paul Gamble to Step Down in September
55ip CEO Paul Gamble to Step Down in September
Apr 3, 2024
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1 Min Read
byRob Burgess, Technology Reporter

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