Stepp & Rothwell: Keeping It Old School Feb 28, 2024 Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience. Orion Expands Advisor Access to DPL's Fee-Based Annuities Platform Feb 28, 2024 RIAs on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance. WealthStack Roundup: SEI Makes $10M Investment In TIFIN Feb 23, 2024 Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million. The WealthStack Podcast: Will AI Make Advice More Human? Feb 23, 2024 Cambridge's Nick Graham details the opportunities AI creates when it comes to financial advice. Crescent Grove Advisors: Sifting The Data Looking For Trends Feb 23, 2024 Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth. Ensemble Capital: The Tinkering Never Ends Feb 16, 2024 Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology. WealthStack Roundup: Datalign's Impressive Numbers Feb 16, 2024 Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input. Salesforce, BridgeFT Integration May Finally Make The CRM Affordable Feb 13, 2024 Our technology columnist had to open up his mind to the notion given years of hype. The Word on WealthTech for February 2024 Jan 31, 2024 F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
Orion Expands Advisor Access to DPL's Fee-Based Annuities Platform Feb 28, 2024 RIAs on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance. WealthStack Roundup: SEI Makes $10M Investment In TIFIN Feb 23, 2024 Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million. The WealthStack Podcast: Will AI Make Advice More Human? Feb 23, 2024 Cambridge's Nick Graham details the opportunities AI creates when it comes to financial advice. Crescent Grove Advisors: Sifting The Data Looking For Trends Feb 23, 2024 Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth. Ensemble Capital: The Tinkering Never Ends Feb 16, 2024 Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology. WealthStack Roundup: Datalign's Impressive Numbers Feb 16, 2024 Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input. Salesforce, BridgeFT Integration May Finally Make The CRM Affordable Feb 13, 2024 Our technology columnist had to open up his mind to the notion given years of hype. The Word on WealthTech for February 2024 Jan 31, 2024 F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
WealthStack Roundup: SEI Makes $10M Investment In TIFIN Feb 23, 2024 Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million. The WealthStack Podcast: Will AI Make Advice More Human? Feb 23, 2024 Cambridge's Nick Graham details the opportunities AI creates when it comes to financial advice. Crescent Grove Advisors: Sifting The Data Looking For Trends Feb 23, 2024 Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth. Ensemble Capital: The Tinkering Never Ends Feb 16, 2024 Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology. WealthStack Roundup: Datalign's Impressive Numbers Feb 16, 2024 Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input. Salesforce, BridgeFT Integration May Finally Make The CRM Affordable Feb 13, 2024 Our technology columnist had to open up his mind to the notion given years of hype. The Word on WealthTech for February 2024 Jan 31, 2024 F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
The WealthStack Podcast: Will AI Make Advice More Human? Feb 23, 2024 Cambridge's Nick Graham details the opportunities AI creates when it comes to financial advice. Crescent Grove Advisors: Sifting The Data Looking For Trends Feb 23, 2024 Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth. Ensemble Capital: The Tinkering Never Ends Feb 16, 2024 Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology. WealthStack Roundup: Datalign's Impressive Numbers Feb 16, 2024 Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input. Salesforce, BridgeFT Integration May Finally Make The CRM Affordable Feb 13, 2024 Our technology columnist had to open up his mind to the notion given years of hype. The Word on WealthTech for February 2024 Jan 31, 2024 F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
Crescent Grove Advisors: Sifting The Data Looking For Trends Feb 23, 2024 Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth. Ensemble Capital: The Tinkering Never Ends Feb 16, 2024 Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology. WealthStack Roundup: Datalign's Impressive Numbers Feb 16, 2024 Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input. Salesforce, BridgeFT Integration May Finally Make The CRM Affordable Feb 13, 2024 Our technology columnist had to open up his mind to the notion given years of hype. The Word on WealthTech for February 2024 Jan 31, 2024 F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
Ensemble Capital: The Tinkering Never Ends Feb 16, 2024 Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology. WealthStack Roundup: Datalign's Impressive Numbers Feb 16, 2024 Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input. Salesforce, BridgeFT Integration May Finally Make The CRM Affordable Feb 13, 2024 Our technology columnist had to open up his mind to the notion given years of hype. The Word on WealthTech for February 2024 Jan 31, 2024 F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
WealthStack Roundup: Datalign's Impressive Numbers Feb 16, 2024 Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input. Salesforce, BridgeFT Integration May Finally Make The CRM Affordable Feb 13, 2024 Our technology columnist had to open up his mind to the notion given years of hype. The Word on WealthTech for February 2024 Jan 31, 2024 F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
Salesforce, BridgeFT Integration May Finally Make The CRM Affordable Feb 13, 2024 Our technology columnist had to open up his mind to the notion given years of hype. The Word on WealthTech for February 2024 Jan 31, 2024 F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
The Word on WealthTech for February 2024 Jan 31, 2024 F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month. Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator Jan 31, 2024 One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. Load More first previous … 9 10 11 12 13 14 15 16 17 … next last Load More
