Wealthtech

Tech Upgrades Should Be Table Stakes In RIA M&A

Saving On Technology In The Short Term May Be Costly To Your Valuation Later

By WSR Newsroom

/ 29 Jul 2024

How To Leverage AI In M&A Transactions

How Buyers And Sellers Can Employ AI In Due Diligence, Risk Analysis, Identifying Opportunities And More

By Michael Madden

/ 24 Jul 2024

Gabe Rissman, Co-Founder & President, YourStake

Integrated Partners Advisors Gain Access To Wealth.com Estate Planning Tools

The Latest Integration Also Gives Integrated Partners Advisors A More Holistic View Of Clients’ Financial Lives

By Jeff Berman

/ 16 Jul 2024

Andree Mohr, President, Integrated Partners, and Tim White, Co-Founder and Chief Partnership Officer, Wealth.com

Ficomm: Digital Marketing To Be More Important To Advisors Than Referrals

Referrals Are Declining In Effectiveness As The Sole Driver Of Organic Advisor Growth, A New Survey Shows.

By Jeff Berman

/ 15 Jul 2024

Meg Carpenter, CEO, and Mary Kate Gulick, CMO, Ficomm Partners

Wealthtech Roundup: GeoWealth, Preqin, Kovair, Syntax, Interactive Brokers And More

Q&A With Colin Falls Of GeoWealth – Our Wealthtech Leader Of The Month – And Product News Featuring Preqin, Orion, Syntax, Altruist, TIFIN Give, Kovair, Interactive Brokers, Wealth.com, Vestmark And Morgan Stanley.

By Chris Latham

/ 8 Jul 2024

Putting AI Front And Center In Back-Office Operations

Experts From CogniCor, Docupace And Sanctuary Discuss The Demand And Uses For AI Solutions

By Michael Madden

/ 3 Jul 2024

Putting AI Front And Center In Back-Office Operations

BlackRock To Buy Private Markets Data Solutions Firm Preqin For $3.2 Billion

BlackRock To Expand Aladdin Tech Business Into Private Markets Data Segment To Reach $8 Billion Addressable Market

By Jeff Berman

/ 2 Jul 2024

Rob Goldstein, Chief Operating Officer, BlackRock, and Mark O’Hare, Founder, Preqin, who will join BlackRock as a Vice Chair after the transaction closes

New Orion Solutions Give Advisors Greater Flexibility

The Wealthtech Firm Adds Standalone Trading, Foundation Stack

By Jeff Berman

/ 28 Jun 2024

Natalie Wolfsen, CEO, Orion Advisor Solutions, and Brian McLaughlin, President, Orion Advisor Technology

Kovair Joins Boomi Technology Partner Program

Kovair Provides Boomi Customers With Cloud-Based Application Development

By Michael Madden

/ 27 Jun 2024

Sid Yenamandra, CEO, Surge Ventures and Kovair

Vestmark And PureFacts Announce Strategic Partnership

Firms Team Up To Provide Enhanced Billing Solutions To Wealth And Investment Management Clients

By Michael Madden

/ 12 Jun 2024

Karl Roessner, CEO, Vestmark and Robert Madej, CEO, PureFacts Financial Solutions

Sycamore’s Mike Overdorf Creates Data Solutions Powerhouse From Roots In Commissionable Calculations

Salesforce-Based Wealthtech Platform Continues To Reinforce Leadership Position With Independent Broker-Dealers

By Janeesa Hollingshead

/ 5 Jun 2024

Mike Overdorf, Founder & President, Sycamore Company

Wealthtech Roundup: iCapital, Addepar, BetaNXT, Pershing And More

Q&A With Jason Broder Of iCapital – Our Wealthtech Leader Of The Month – And Product News Featuring Addepar And Corient, Wealth.com And Facet, FusionIQ And Interactive Brokers Canada, Flourish And RightCapital, Envestnet And Salesforce, Docupace, BetaNXT, Asset-Map And Pershing.

By Chris Latham

/ 4 Jun 2024

Jason Broder, Managing Director and Chief Product Officer, iCapital

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