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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Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios

Nov 15, 2022

Flourish's Ben Cruikshank discusses how advisors should get a solid understanding of crypto in order to fully give clients holistic advice.

FINRA Launches Targeted Exam on Firms’ Crypto Communications

Nov 14, 2022

The regulatory organization’s interest in firms’ communications on 'crypto asset products and services' follows the collapse of FTX last week.

Bitwise CIO: FTX Is What Crypto Needs to Go Mainstream

Nov 14, 2022

The collapse of FTX will catalyze regulators to come into the space aggressively, but the crypto industry will be better off on the other side of it, argues Bitwise Chief Investment Officer Matt Hougan.

TAMP Users: Get Your House in Order

Nov 14, 2022

Make sure you can defend your TAMP selection in terms that benefit your clients. If you can’t, move now before an SEC examiner knocks on your door.

Wealthies Circle Podcast: Best-in-Breed or All-in-One? The Advisor Tech Stack of the Future

Nov 14, 2022

Our panel of technology experts discuss the latest developments in integrated technology and optimal ways to streamline your front and back office.

FTX Collapse Is a Feature, Not a Bug, of Financial Innovation

Nov 11, 2022

The leverage and other aspects everyone tut-tuts about after-the-fact are essential for economic progress.

Bolster Your Bench with Wealthtech Talent During Downturns

Nov 11, 2022

Strategic wealthtech and advisory firms should always be scanning “waivers” for experienced talent

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The Value of Revaluation

Nov 10, 2022

Advisors use structured products in portfolio construction for reasons as varied as the attributes of these assets. Structured products can be included in a portfolio to enhance yield, get leveraged exposure or implement high conviction views...

Analysts: Envestnet, FNZ Partnership Could Alter RIA Custodial Landscape

Nov 10, 2022

With scant details available, industry analysts say the coming Envestnet custodial service could be a game changer for the firm.

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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.