WealthStack

Goldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering.

Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.

RIAs on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance.

Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million.

Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth.

Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.

Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input.

Our technology columnist had to open up his mind to the notion given years of hype.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.