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 technology news subscribe to our free weekly WealthStack e-newsletter. Join today.

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Believe It or Not, It’s a Great Time to Be a Financial Advisor

Jan 18, 2023

Now is an opportunity to grow your practice and prepare it for future success.

Former Snappy Kraken Exec Launches Outsourced Chief Evangelist Offering

Jan 18, 2023

Former Snappy Kraken exec Diana Cabrices debuts her new outsourced chief evangelist offering, aimed at wealthtech companies, this week.

YCharts: With An Eye On Fees And Returns, More Clients Are Looking For a New Advisor

Jan 17, 2023

As portfolio performance becomes the top concern among clients, one in four have either thought about switching, or switched, financial advisors in the last three years, a YCharts survey found.

Digital Currency Group Closes Wealth Division Amid Trouble

Jan 13, 2023

The company run by Barry Silbert is dealing with changes and challenges within some of its biggest subsidiaries following the sudden collapse of FTX.

How to Manage Your Firm’s Data Instead of Drowning In It

Jan 13, 2023

Focus on monitoring the most important metrics, including these 4 KPIs.

Tax Season Gets a Gen Z Revamp on TikTok

Jan 13, 2023

A viral video shows the most aesthetically pleasing way to prepare your taxes. Here are some tips that will actually help.

WealthStack Roundup: Principal Teams With YieldX, Smartleaf on Direct Indexing for Bonds

Jan 13, 2023

Principal Asset Management collabs with YieldX and Smartleaf; Modern Life partners with Pacific Life; Advisor360 absorbs Agreement Express; and a new hire at Carefull.

Growing RIAs Must Focus on 'Process,' Not Technology

Jan 10, 2023

It is much less disruptive to take the time and train everyone on existing software tools than it is to convert to an entirely new system that requires you to transfer data along the way.

2023 Predictions for the Digital Asset Ecosystem

Jan 05, 2023

While cryptocurrencies have experienced recent collapses, the underlying blockchain technology still has immense potential to propel the modern innovation of finance.

Five Must-Haves for Financial Advisor Websites

Jan 05, 2023

A bad website can be just as harmful for your business as having no website at all.

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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 technology news subscribe to our free weekly WealthStack 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 technology news subscribe to our free weekly WealthStack e-newsletter. Join today.