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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Goldman Sachs Faces Fed Scrutiny of Money-Losing Marcus Consumer Unit

Sep 16, 2022

For weeks, federal regulators have been been peppering Goldman management with questions and follow-ups regarding its online-banking platform aimed at retail customers.

Ron Carson: ‘If It’s Not Broken, Break It’

Sep 15, 2022

Carson Group announced some big changes to its services and platforms to kick off its annual Partner Summit in Las Vegas this week.

Advisor-Focused Investment Platform Ethic Raises $50 Million

Sep 14, 2022

The direct indexing platform designed to construct customized, values-based portfolios remains one of the last independent firms in its space.

Apex May Explore an IPO If Markets Improve

Sep 14, 2022

Apex CEO Bill Capuzzi discusses the future of custody and the possibility of taking another run at going public.

Investment From Ric Edelman Helps Fuel Lumiant's New Approach To Client Engagement

Sep 14, 2022

The Australian-based 'advice engagement and client experience platform' aims to work with 150 U.S. advisors by the end of the year.

Sponsored Content

7 Keys to Success: Compliant Texting

Oct 12, 2022

Your guide to compliant and scalable texting

Can Compliance Be a Revenue Generator?

Sep 13, 2022

Speakers at the Future Proof wealth festival on how compliance can move a cost of doing business to a valuable business function to be marketed—and monetized.

Former Wholesaler Says Data Platform Will Help Tackle Lack of Diversity in Asset Management

Sep 13, 2022

Former Vanguard wholesaler Devon Drew wants to bring $1 trillion in assets to demographically underrepresented investment managers by 2030.

CTOs: 'Tech-Forward' Advisors Key to Better Tech Adoption

Sep 12, 2022

Tech leaders at a variety of firms also discussed cybersecurity, artificial intelligence and the benefits of competition during a panel discussion in conjunction with the annual WealthManagement.com Industry Awards.

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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.