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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Olympian Has Eyes on CFP

Feb 16, 2018

Silver medalist Chris Mazdzer is studying to become a CFP, Cetera reorganizes its B/Ds and T. Rowe Price to offer the full Financial Engines suite.

Detecting Cyber Crime Is Costly, But Technology Could Deliver Relief

Feb 16, 2018

Cyberattacks cost financial services firms $18.28 million per firm in 2017.

Letter from the Editor: February 2018

Feb 15, 2018

Technology takes center stage.

Blockchain Is Transforming the Financial Services Industry

Feb 15, 2018

How the technology behind bitcoin will reshape trusted transactions.

Steve Sanduski on “Being Human” During the Coming Robo Revolution

Feb 14, 2018

In this Elite Advisor Blueprint podcast, we discuss changes on the horizon of financial advice.

Retail Investors Bought the Dip Last Week

Feb 14, 2018

Apex Clearing said it saw an 84 percent increase in net buying in robo advisor and self-directed accounts combined following the Feb. 5 crash.

How to Break Down Cryptocurrency to Your Average Investor Client

Feb 13, 2018

There’s money to be made in crypto—you just have to know where to find it.

The Most Ethical Financial Services Companies in the World

Feb 13, 2018

Ethisphere ranks the most ethical companies in the world, Merrill Edge adds ESG ratings to its portal and Kestra partners with eMoney.

The Dallas Cowboys Have a New Neighbor: RBC Wealth Management

Feb 12, 2018

RBC Wealth Management leases new Dallas office space, Grove raises $2.1 million in seed funding and survey shows the relationship between money and romance.

Fintech Report Card for January 2018

Feb 09, 2018

Riskalyze CEO Aaron Klein gives the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the previous month.

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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.