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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401(k) Real Talk Episode 61: May 24, 2023

May 24, 2023

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

tru Independence Debuts truView Platform

May 24, 2023

The new tool uses Advyzon as its foundation and Lumiant will support the behavioral finance aspect.

Emerging Custodians See Room to Move

May 23, 2023

The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology, natural language processing tools and automated service.

Forget AI. The Real Risk Is the Dumbing Down of Markets

May 23, 2023

As the indexing trend of recent years shows, replacing smart humans with stupid computers has more downside than upside for markets.

WealthStack: Lifeworks CEO Calls for an End to Model Portfolios

May 22, 2023

In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.

Eric Clarke To Step Down As Orion CEO

May 22, 2023

After 24 years, the company’s founder informed the board he will retire from his leadership position by the end of 2023.

Is the US Losing the Race in Crypto Innovation?

May 21, 2023

During a panel at the WealthManagement EDGE conference, the head of Mango Digital Strategies worried CEOs of crypto exchanges may opt to move to international locations trying to position themselves as crypto hubs.

FINRA: 'Persistent' Noncompliance on Crypto Communications

May 20, 2023

Preliminary results from a targeted exam indicated communications related to crypto asset securities products and services had four times the non-compliance rate of other kinds of products.

The WealthStack Podcast: How Technology Can Bridge the Gap in Underserved Areas of Financial Planning

May 19, 2023

FP Alpha's Andrew Altfest discusses the disconnect between what investors want and what some advisors deliver.

The Two Flavors of Direct Indexing

May 19, 2023

Direct indexing is often applied as the name for two different things; it is time to clarify.

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.