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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Mo Money Mo Problems: Backup Planning for Bitcoin Bros

Apr 05, 2021

The combination of zealous politicians and the IRS getting serious about collecting taxes on cryptocurrency gains means trouble for unprepared clients.

Refinitiv Tackles Content Management; Ethic Raises $29 Million

Apr 02, 2021

Global wealth management technology provider Refinitiv has built an AI-powered content management system, while ESG personalization provider Ethic gets another large capital boost.

Coinbase IPO Set for April 14

Apr 02, 2021

The company’s registration statement for the listing has been declared effective by the SEC.

SEI's Oranj Acquisition: A Shot in the Arm for Its Advisor Unit?

Apr 01, 2021

SEI had weeks without competition to review Oranj tech, which will be melded into SEI's Wealth Platform.

Avantax Acquires Lead-Gen Platform GuideVine

Mar 31, 2021

At the same time, an activist shareholder in the b/d’s parent, Blucora, continues its proxy campaign with a new 73-page presentation calling for change in the firm’s board of directors.

MoneyGuide, eMoney Roll Out New Decision-Making Features and Metrics

Mar 31, 2021

The financial planning software vendors are adding to advisor toolkits.

Sponsored Content

Creating Stickiness with High-Net-Worth Clients

Mar 30, 2021

What makes a high net worth client “stick” to you like glue?

Merrill Lynch Launches On-Demand Personalized, Data-Rich Client Videos

Mar 29, 2021

Narrated by Bank of America's digital assistant, Erica, the interactive reports pull from technology released in August.

The Crypto Tax Man Cometh

Mar 26, 2021

How digital assets are taxed is poorly understood by clients and advisors alike.

Riskalyze Fintech Report Card: March 2021

Mar 26, 2021

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

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.