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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Fidelity 'Crypto for Wealth Managers' Coming Within Months, Company Confirms

Jun 23, 2023

Digital asset custody and trading services from Fidelity Digital Assets will be accessible within Wealthscape.

Family Offices Are Investing in Innovation and the Next Generation

Jun 23, 2023

By 2045, millennials and Gen X are projected to control 80% of all private wealth.

The WealthStack Podcast: Building Protective Investment Solutions With Joanna Kanakis

Jun 23, 2023

Halo Investing's Joanna Kanakis describes how technology is powering better investment outcomes for clients.

Gen Z Investors Are Here—Are Financial Advisors Prepared?

Jun 22, 2023

Gen Z wants and expects a digital, hyper-personalized experience that helps them reach their financial goals.

Elder Crypto Scams Are on the Rise

Jun 21, 2023

Five red flags for practitioners to look out for.

Should Advisors Be Worried About Online Reviews? It Depends.

Jun 16, 2023

While advisors should be informed and prepared as to risks and compliance issues, the opportunity with reviews is clear.

The WealthStack Podcast: The Future of Financial Wellness with Adam Holt of Asset-Map

Jun 16, 2023

The founder and CEO of Asset-Map discusses the impact of advice engagement on client outcomes, such as financial wellness and satisfaction.

WealthStack Roundup: EU Passes Artificial Intelligence Act

Jun 15, 2023

Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout.

AI vs. Mr. Market—Who Wins?

Jun 15, 2023

AI is off to a poor start in this race.

Alternative Investments Platform iCapital Launches Marketplace

Jun 14, 2023

The new platform seeks to bridge the gap that separates asset managers, advisors and clients from alternative investments.

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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.