Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Advisor Innovations: LPL’s Tom Murphy on the Firm’s Efforts Toward Modernizing the Advisor-Client Relationship

Nov 19, 2021

Tom Murphy gives an insider look into how LPL is arming advisors with investment and planning platforms to meet the changing demands.

Riskalyze Fintech Report Card: November 2021

Nov 18, 2021

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

The WealthStack Podcast: Articulating and Demonstrating Your True 'Alpha' with Jamie Hopkins

Nov 18, 2021

Dive into different ways to communicate your value with prospects and demonstrate what makes you different from other advisors.

eMoney Changes Its Vision of Financial Planning

Nov 17, 2021

With its new features, eMoney is trying to help advisors focus less on software management and more on advising.

eMoney Changes Its Vision Of Financial Planning

Nov 17, 2021

With its new features, eMoney is trying to help advisors focus less on software management and more on advising.

Transparency with Diana B.: Coming Back From Failure with Eric Arnold

Nov 17, 2021

Fintech executive Eric Arnold had to shut down his company in late 2019, amid sexual harassment allegations within the leadership ranks. But he’s now got a chance at a comeback.

Fintech InvestCloud Is Considering an IPO Next Year

Nov 17, 2021

InvestCloud could command a valuation of $8 billion to $10 billion in an IPO.

Wealthfront Is Exploring a Potential Sale at a Value of $1.5 Billion

Nov 17, 2021

Wealthfront has drawn interest from potential buyers including banks and special purpose acquisition companies.

Skience Announces New Features and Redtail Integration

Nov 16, 2021

With Skience Safe, firms can set the length of time documents will be stored as well as take advantage of built-in events-based retention logic.

SEC Rejects VanEck’s Bitcoin ETF in Latest Spot-Listing Snub

Nov 12, 2021

Basing a product on the spot price of Bitcoin could violate securities rules because the market is too prone to abuse, according to the commission.

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Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more. For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.