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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The Importance of Data in Wealth Management

Jul 28, 2021

Learn how Canadian Data can help advisors win new business.

Vestwell Eyes 'Multi-Billion-Dollar' Future After Landing $70M Investment

Jul 20, 2021

Aaron Schumm's Vestwell is growing quickly, fueling Morgan Stanley's workplace ambitions and landing Connecticut's state auto-IRA.

Mercer Hires Its First CTO, a Former Edelman Financial Engines Exec

Jul 19, 2021

Mercer Advisors is poaching talent from Edelman Financial Engines, onboarding the architect of Edelman Financial's client portal.

Robinhood Sets Sights on a $35 Billion Valuation in Its IPO

Jul 19, 2021

The free trading app is under scrutiny as it advances toward a debut likely to draw in buyers from its own novice investor base.

Tricia Rothschild Departs Apex Ahead of Firm's Public Listing

Jul 16, 2021

The longtime Morningstar exec has now departed Apex Fintech Solutions after less than a year formally with the firm.

Dynasty, Envestnet's Advisor Services Exchange Benefitting from High M&A Demand

Jul 14, 2021

Strong M&A trends, alongside marketing and outsourced CFO features, resulted in stronger-than-predicted growth for Advisor Services Exchange.

Citi Self Invest Opens New Avenues For Advisors

Jul 14, 2021

Citi is adding a no-fee, self-directed brokerage option to complement the robo it launched last year.

Vanguard to Acquire Direct Indexing Platform Just Invest

Jul 13, 2021

Following a tidal wave of deals in the direct indexing space, Vanguard announces its first ever corporate acquisition, buying wealth management tech company Just Invest.

Morningstar Enters Risk Wars With Launch of Risk Ecosystem

Jul 13, 2021

Morningstar is facilitating direct indexing with its latest risk metric toolkit, Risk Ecosystem, a mix of PlanPlus financial planning and FinaMetrica risk evaluation.

Fintech Tifin Adds Cathie Wood to Board Amid Brokerage Expansion

Jul 13, 2021

The head of Ark Investment Management LLC will assist fintech platform Tifin as the company’s subsidiary Magnifi introduces commission-free brokerage services.

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.