Wealthtech

Private Capital Still Likely To Invest In Wealthtech In 2025

Venture Capital And Private Equity Continue To Show Interest In Wealthtech, But Don’t Expect Much Fundraising Via IPOs

By Julius Buchanan

/ 4 Feb 2025

Private Capital Still Likely To Invest In Wealthtech In 2025

RIAs Should Treat Technology As An Investment, Not A Cost Center

A Multi-Vendor Approach, Engaging Vendors, Maximizing Advisor Adoption And Aligning Technology With Your Firm’s Vision Can Generate Success

By WSR Newsroom

/ 4 Feb 2025

Mike Capelle, Co-Founder & Co-Chief Executive Officer, Modern Wealth Management

AI Is Making Inroads Into Retirement Plans – But Slowly, Cerulli Says

Some Forms Of AI Are Being Integrated Into Certain Defined Contribution Plans, But Asset Managers Are Avoiding It.

By Jeff Berman

/ 29 Jan 2025

Guide To Industry Conferences: Wealthtech

Our 2025 Guide To Leading Wealthtech Conferences Covers Orion Ascent, The T3 Technology Conference, WealthStack, Future Proof And Nitrogen’s Fearless Investing Summit

By Janeesa Hollingshead

/ 28 Jan 2025

Guide To Industry Conferences: Wealthtech

Wealthtech Roundup: Orion, iCapital, Savvy, Garuda, Wealth.com And More

Q&A With Arun Anur Of Orion – Our Wealthtech Leader Of The Month – Plus News Featuring iCapital, Archive Intel, Wealth.com, Wealthtender, Savvy Advisors, CapIntel, AdvicePay And GReminders

By Julius Buchanan

/ 27 Jan 2025

Arun Anur, Chief Operating Officer, Orion

Wealth.com Appoints Ex-Nitrogen Marketing VP As Head Of Marketing

Dan Bolton’s Appointment Comes As Wealth.com Readies Launch Of Nationwide Tour To Connect With Wealth Management Firms.

By Jeff Berman

/ 24 Jan 2025

Dan Bolton, Head of Marketing, wealth.com

Regtech Surge: Real-World Impact Of Compliance Failures On Smaller FA Firms

Five Top Compliance Failures And Ways To Mitigate The Risk

By WSR Newsroom

/ 22 Jan 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai

Ficomm: ‘Mismatch’ Between Advisors’ Marketing And Consumer Preferences

Following Up On Its July Study, Ficomm Says 47% Of Advisory Firms Are Depending Mainly On Referrals To Find New Clients.

By Jeff Berman

/ 22 Jan 2025

Ficomm: ‘Mismatch’ Between Advisors’ Marketing And Consumer Preferences

Concurrent: How To Build A Platform That Advisors Love

Managing Director Of Advisor Engagement And Enterprise Development Joe Mooney Explains The Role Of Technology And More In Building The Right Advisor Platform.

By Jeff Berman

/ 6 Jan 2025

Joe Mooney, Managing Director, Advisor Engagement and Enterprise Development, Concurrent Investment Advisors

Wealthtech Roundup: Catchlight, Interactive Brokers, Advyzon, Opto And More

Q&A With Wilbur Swan Of Catchlight – Our Wealthtech Leader Of The Month – And Product News Featuring Orion, Interactive Brokers, InvestCloud, Advyzon, LPL, TIFIN @ Work, Future Capital, F2 Strategy And Opto.

By Chris Latham

/ 30 Dec 2024

Wilbur Swan, CEO & Co-Founder, Catchlight

Regtech Surge: What To Expect In Regtech For 2025

Next Year’s Regtech Trends Include Real-Time Monitoring, Blockchain For AML And KYC, A Privacy Focus And AI Regulation

By WSR Newsroom

/ 12 Dec 2024

Advyzon Teams With iCapital To Enhance Alts Capabilities For Advisors

The Partnership Will Initially Include Data And Fund Integration And A Single Sign-On

By Jeff Berman

/ 11 Dec 2024

Steve Houston, Managing Director and Co-Head of iCapital Solutions, iCapital

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