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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Jolt! 2022: Akshay Singh on the Social Proof of Recommended Advisors in Light of the New SEC Marketing Rule

May 12, 2022

Indyfin on the new SEC marketing rule and digital testimonials from clients.

TIFIN Closes $109M Series D Round, Valuation Jumps to $842M

May 12, 2022

Franklin Templeton and Motive Partners join the latest round, which will fuel additional growth at the wealthtech startup incubator.

Crypto Is Feeling the Market Heat. Here’s What You Should Do

May 12, 2022

Use the slump to determine which crypto assets are safest, advisors say.

401(k) Real Talk: Episode 15: May 11, 2022

May 11, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

Michael Kitces' #FASuccess Podcast: Vincent Barbera on Living on the Cutting Edge of Advisor Technology

May 09, 2022

The founder of Newbridge Wealth Management experiments with various technology tools to always keep improving his client experience.

Data, Decumulation and the Third Wave

May 06, 2022

Insights and anecdotes our technology columnist brought home from the T3 Enterprise Day in Texas.

Advisor Group Taps CAIS to Build Customized Alternatives Platform

May 05, 2022

CAIS has a pipeline of five to seven other enterprises in the RIA and broker/dealer spaces also interested in bespoke platforms.

T3 2022 Conference Roundup: A Farewell to Zoom

May 04, 2022

The 'largest T3 ever' makes one thing eminently clear: The advisor tech world is ready for a return to in-person meetings.

401(k) Real Talk: Episode 14: May 4, 2022

May 04, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

SMArtX Raises $30M From Morningstar

May 03, 2022

SMArtX will use the funds on development as it supports Morningstar’s existing TAMP and direct indexing services, launching later this year.

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.