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 Donation Funds San Francisco State University Fintech Chair

Apr 05, 2019

San Francisco State University received millions in Ripple's XRP for its business school but faced challenges converting to dollars.

UBS Channels a Museum Visit in New App

Apr 05, 2019

Focusing on the client experience isn't new territory for modern fintech, but UBS is using a decidedly Silicon Valley-like approach in its app development.

Von Tobel: Best Decade for Fintech Is Here

Apr 04, 2019

Fintech has become so integral to Americans' lives that it's no longer about finance, says Alexa von Tobel.

Massachusetts Regulators Seek Comments on RIA Fee Tables

Apr 04, 2019

Massachusetts' securities division wants to require advisory firms to present a stand-alone fee table to clients.

Facet Lures Vanguard Manager to Lead Planners

Apr 02, 2019

Think you can support 400 clients? Facet Wealth may have the key with its strategy of growth via small clients, remote planners and slick tech.

Mercer Advisors Chooses LifeYield for Asset Location Technology

Apr 02, 2019

LifeYield continues to expand its relationships with wealth management firms, the latest being Mercer Advisors, an RIA with $15 billion in client assets.

Led by Goldman Sachs, Vestwell Raises $30 Million

Apr 02, 2019

Citing enthusiasm in the industry, Vestwell’s funding came a year earlier than planned, according to the company’s founder.

Ellevest Arrives at End of $33 Million 'Marathon'

Apr 01, 2019

Boasting a list of high-profile investors, Ellevest is targeting four areas of its business, including community building, to spur its growth.

Attracting Top Talent Means Rethinking Benefits

Mar 28, 2019

A lack of young advisors? Student loan repayment benefits could be the employee perk hungry firms need.

The Big Apple Threatens Fintech Companies

Mar 26, 2019

If Apple begins eyeing banking, there's danger for automated advice platforms, or so-called robo advisors, that have been moving into cash management.

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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.