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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Highlights

F2 Strategy co-founder Doug Fritz and CEO Ryan Beach

Ryan Beach Takes the Helm at Wealthtech Consultancy F2

Dec 03, 2024

Co-founder Doug Fritz will become executive chairman of the firm’s board and work with clients and on strategy.

Boosted.ai, Building Agentic AI for Wealth Managers, Raises $15M

Nov 27, 2024

While the new technology will not be an advisor's clone, it could be thought of as a co-worker.

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Sponsored Content

Why Automation Is the Key to Sustainable Growth

Nov 27, 2024

While some firms struggle with manual processes and paperwork, industry leaders are leveraging automation to...

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