Wealthtech

Regtech Surge: Unlocking Growth Through AI And Automation

Wealth Management Firms Can Leverage AI For Automation, Decision-Making, Improved Services And Compliance

By WSR Newsroom

/ 28 May 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Carson Group And Raymond James Launch New AI-Driven Tech For Advisors

Carson Group Launches New AI Assistant, While Raymond James Rolls Out Zoom AI Companion Meeting Summaries.

By Jeff Berman

/ 16 May 2025

Dani Fava, Chief Strategy Officer, Carson Group

Surge Ventures Launches Advisor AI Platform Combining Compliance, Cybersecurity And Data

SurgeONE.ai Is A Modular And Scalable Integrated Platform For Regulated Financial Firms

By Jeff Berman

/ 13 May 2025

Wealthtech Roundup: LPL, Mercer, Wealth.com, Snappy Kraken And More

News Featuring LPL, Envestnet, BlackRock, TIFIN AG, Wealth.com, BetaNXT, Zocks, Mercer, Snappy Kraken, GReminders And BridgeFT, Plus Reports From F2 Strategy and The Oasis Group

By WSR Newsroom

/ 6 May 2025

Wealthtech Roundup: LPL, Mercer, Wealth.com, Snappy Kraken And More

F2 Strategy Buys Wealthtech And Managed Services Firm MD Solutions

F2’s Latest Purchase Expands Its Market Reach And Allows For Enhanced Service Offerings, Including The Launch Of An Implementation And Support Service Partnering With Wealthtech Software Providers

By Jeff Berman

/ 30 Apr 2025

Doug Fritz, Co-Founder and Executive Chairman, F2 Strategy

BlackRock Projects Investor Demand Could Drive Bond ETFs To $6 Trillion By 2030

Firm Highlights Bond ETF Innovation As Key To Navigating The Market And Capturing A ‘Generational Opportunity’ In Fixed Income

By Jeff Berman

/ 24 Apr 2025

Stephen Laipply, Global Co-Head of iShares Fixed Income ETFs, and Brett Pybus, Global Co-Head of iShares Fixed Income ETFs and Head of iShares EMEA Product Strategy, BlackRock

Why ‘Don’t Fix What Isn’t Broken’ Is Breaking Your Firm

Technology Upgrades Aren’t Enough. Upgrade Your Processes And Evolve Continually.

By WSR Newsroom

/ 23 Apr 2025

Randy Lambert, Head of RIA Solutions, Intention.ly

Regtech Surge: The Compliance Challenge

Technology Solutions Help With Compliance Issues Such As Data Security, Audit Trails, Siloed Data, Policy Gaps And More

By WSR Newsroom

/ 23 Apr 2025

Wealth.com Teams With eMoney On Estate And Financial Planning

The Integration Uses AI To Avoid Manual Data Entry And Ensure Real-Time Synchronization Of Financial Information

By Jeff Berman

/ 15 Apr 2025

Danny Lohrfink, Co-Founder and Chief Product Officer, Wealth.com

State Street Stakes Ethic Asset Management Platform

The Firms Will Also Provide Customized Investment Solutions At Scale To State Street Clients As Part Of A Strategic Partnership

By Jeff Berman

/ 4 Apr 2025

State Street Stakes Ethic Asset Management Platform

Wealthtech Roundup: Luma, YCharts, TradingBlock, Docupace, PureFacts And More

Q&A With Brady Beals Of Luma – Our Wealthtech Leader Of The Month – Plus News Featuring YCharts, TradingBlock, Docupace, PureFacts, Savvy Wealth, Raymond James, FINNY AI, T3, BetaNXT And Fi-Tek, Flourish And Cerulli.

By WSR Newsroom

/ 1 Apr 2025

Wealthtech Roundup: Luma, YCharts, TradingBlock, Docupace, PureFacts And More

Robinhood Rolling Out Wealth Management, Tax And Estate Services

Offering ‘Low Fees With A Cap,’ Firm Announces Current And Upcoming Wealth Management Services, Private Banking Platform And AI-Based Trading Tool

By Jeff Berman

/ 28 Mar 2025

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