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 FinTech news subscribe to our free weekly Fintech e-newsletter. Join today.

Highlights

eMoney Advisor Names Susan McKenna New CEO

Aug 18, 2022

McKenna has been serving as interim CEO since March 2022, when former CEO Ed O’Brien accepted a new position as head of technology at...

Creative Planning Ends 2022 M&A Spree with 'Bold' $5B Buy

Aug 17, 2022

The Wipfli Financial Advisors acquisition comes with a retirement practice and a mass-affluent focused tech...

SEC Charges 18 In International Pump-and-Dump Scheme

Aug 16, 2022

The accused hacked into more than 30 retail accounts at several U.S. brokerage firms to artificially pump up the...

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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 FinTech news subscribe to our free weekly Fintech 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 FinTech news subscribe to our free weekly Fintech e-newsletter. Join today.