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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Milemarker Names Kyle Van Pelt CEO

Mar 17, 2022

Co-founder and outgoing CEO Jud Mackrill will remain with the firm as managing partner.

What a U.S. Digital Dollar Means for the Future of Your Wallet

Mar 14, 2022

Advocates see lower-cost transactions and greater access to the financial system, but critics worry about privacy.

Biden's Executive Order Tries to Make Crypto Less Cryptic

Mar 11, 2022

The government finally officially recognizes the emerging digital asset industry as important to maintaining global competitiveness in finance and technology.

Advisor Innovations Podcast: GeoWealth’s Colin Falls

Mar 11, 2022

GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model portfolios and customized investment management.

Pershing X Recycles BNY Mellon Execs, Narrows Tech Launch Date

Mar 10, 2022

The multicustodial oversight tool is intended to provide easier analysis of outside assets, as Pershing X seeks to bridge BNY Mellon's silos.

Biden Pushes for Coordinated Approach to Crypto Oversight

Mar 09, 2022

Under the plan, federal agencies from Treasury to the Commerce Department will have to research a number of topics, including the pros and cons of the government launching a U.S. digital currency.

What Biden's Sweeping Crypto Review Means for Advisors

Mar 09, 2022

The White House is laying a foundation for regulation of cryptocurrencies, examining the impact of digital assets on everything from national security to the environment.

401(k) Real Talk Episode 7: March 9, 2022

Mar 09, 2022

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

Alts Platform Startup Gridline Raises $9M

Mar 08, 2022

Gridline founder and CEO expects to use the funding to double its head count over the next year, and projects reaching $2 billion of AUM in 2025.

Wealthbox CRM Raises $31 Million

Mar 08, 2022

The software developer plans to add head count in engineering, marketing and business development.

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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 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.