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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Oranj’s Closure Is a Wake-Up call for Advisortech

Nov 23, 2020

Altruist founder Jason Wenk weighs in on the future of the advisor technology space.

Accounts Double at JPMorgan Robo Advisor You Invest

Nov 23, 2020

JPMorgan Chase's rollout of a nationwide in-branch advice network shows commitment to human advice for more complex clients, according to Dr. Kelli Keough, speaking at CB Insights' Future of Fintech conference.

Pershing to Deploy New UMA

Nov 20, 2020

Pershing will be offering the new UMA through its Lockwood Advisors affiliate.

Vestwell Could Be Facilitating OregonSaves Program in 2021

Nov 20, 2020

A 2018 partnership between Vestwell and BNY Mellon, to bolster retirement plan management solution Sumday, could see implementation in Oregon.

Financial Wellness Apps Need Advisor Collaboration Points

Nov 19, 2020

Both investors and advisors will benefit from access to the latter's expertise when it comes to digital planning and retirement account applications.

Fintech: The Next Generation

Nov 19, 2020

Integrations are dead. Make room for the 'all-in-one solution.'

Wealthies Circle Podcast: Helping Advisors Make a Move to Independence With Goldman Sachs Private Bank

Nov 19, 2020

Goldman Sachs Private Bank's Gary Basso discusses the firm’s tech and digital banking strategy for independent advisors and clients.

Addepar Closes $117 Million Series E Round

Nov 18, 2020

This brings the company to $325 million in total funding since its founding in 2009.

Cambridge Investment Group Partners With AdvicePay

Nov 18, 2020

Fee-for-service business models get another boost with AdvicePay facilitating expanded pricing models for Cambridge's associates.

Oranj to Close by End of 2020

Nov 18, 2020

Wealth management software developer Oranj notified advisors on Monday that it would cease operations on Dec. 31.

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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.