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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Crypto Exchange Says It’ll Handle Regulators Better Than Libra

Aug 30, 2019

Malta-based crypto platform Binance is ready to engage with all regulators from day one as it prepares to roll out its Venus digital currencies.

UBS and HSBC Robots Push Into Bond Sales Frontier

Aug 30, 2019

Both banks say they want to make the process more efficient, relieving staff of more mundane tasks that get in the way of making money.

AI Tomorrow Won’t Look Anything Like What We See Today

Aug 29, 2019

The history of GPS and WiFi holds some lessons for how we should think about artificial intelligence technology.

eMoney Adds Life Insurance Module

Aug 29, 2019

The announcement comes just in time for the insurance industry’s annual Life Insurance Awareness month in September.

Three Ways Advisors Should Use Texting to Grow Their Practices

Aug 28, 2019

There are three ways texting can improve efficiencies and client experience, once an advisory firm finds a compliant texting platform of course.

DOL Update on Auto-Portability Arrives

Aug 27, 2019

Although the final DOL guidance has only just arrived, auto-portability technology has already proven its value.

XYPN Announces Fintech Finalists

Aug 27, 2019

The six finalists present their products before a panel of judges next month.

FIDx Forms Partnership With Ebix

Aug 22, 2019

FIDx, Ebix partnership will act as a bridge between insurance carriers and wealth managers

Wealthfront Buying RIA, Facet Buying Clients

Aug 22, 2019

Wealthfront is buying RIA Grove Advisors, while Grove is entering a solicitation agreement with Facet Wealth for the clients it's dropping.

Backend Benchmarking: Fidelity Go Remains Top Overall Robo Advisor

Aug 19, 2019

The 12th edition of the "Robo Report" also reports that Vanguard and SigFig scored highly on overall performance among 18 analyzed robo advisor providers.

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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.