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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Half of All Financial Advisors Will Lose Their Jobs in 10 Years

Nov 13, 2017

John Mauldin’s good news and bad news for advisors, why donors don’t give more and Citi adds wealth management to its mobile app.

October 2017 Fintech Report Card; Top 7 Tech Events

Nov 10, 2017

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

Sponsored Content

Phases 3 and 4: Tapping into the Power of Digitization

Mar 08, 2018

Automating and streamlining processes creates a productive environment, saves manual labor, and gives firms more insight into performance.

The Wealthy Are Terrible at Taking Care of Their Collectibles

Nov 10, 2017

The rich don't take care of their collectibles, FINRA bars Hank Mark Werner for fraud and Morgan Stanley adds Zelle to its app.

Three Things an Advisor Does That a Robo Can’t

Nov 09, 2017

It’s all about relationships and trust.

XYPN Founders Raise $500,000 for Payment Processing Company

Nov 08, 2017

The founders hope AdvicePay will bring services to clients better served by fee-for-service billing.

New Capitect Tools Promise to Scale Personalized Client Portfolios

Nov 08, 2017

The platform outwardly opposes how most advisors use model portfolios.

U.S. Fintech Investments Double

Nov 08, 2017

Fintech investments reached $5 billion in the second quarter, Trump's stock market bump ranks third and InvestCloud partners with Willis Towers Watson on a digital interface.

Defined Contribution Plan Portal Design Trends

Nov 08, 2017

More than just account balances.

Navigating a Brave New Digital World

Nov 08, 2017

How to make online assets accessible should you end up in the proverbial “cloud.”

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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.