Wealthtech

Wealthtech Roundup: Kwanti, F2, Vestmark, PreciseFP, AdvicePay And More

Christophe Gauthron Of Kwanti Is Our Newest Wealthtech Leader Of The Month. F2 Strategy Acquires SKY Marketing Consultants. Vestmark Partners With Invesco To Reach More RIAs. PreciseFP Integrates With Income Lab On Retirement Plan Creation. AdvicePay Integrates With eMoney Advisor. And Much More!

By Chris Latham

/ 5 Mar 2024

Wealthtech Leader of the Month Christophe Gauthron, Founder and CEO, Kwanti

How To Orchestrate Data And Merge Tech Stacks

Experts From RFG, Dispatch And Modern Advise On Steps To Blend Tech Stacks For Advisory Practices And Optimize Data For Firms Seeking Inorganic Growth

By Michael Madden

/ 5 Mar 2024

How To Orchestrate Data And Merge Tech Stacks

Letting Go Of The Relationship ‘Baggage’ RIAs Carry Into Their CRMs

Changing CRMs Can Provide A Fresh Start, But Only When Advisors Don’t Re-Create Past Conditions That Made Them Unhappy And Instead Set A New Standard

By WSR Newsroom

/ 20 Feb 2024

Paige Johnson, Director of Strategic Partnerships & Alliances, Practifi

Wealthtech Roundup: AdvisorEngine, T3, CogniCor, AssetMark And More

T3, CapIntel And SnappyKraken Reveal Advisor Tech Reports. AssetLink Launches. Nitrogen Partners With RFG. CogniCor Integrates With Microsoft. Flourish Annuities Launches. AssetMark Launches Tax Services. Orion Enhances Syncing, AI Tools. And Rich Cancro Of AdvisorEngine Is Our Newest Wealthtech Lea

By Chris Latham

/ 5 Feb 2024

Wealthtech Leader of the Month, Rich Cancro, CEO of AdvisorEngine

Bridging Gaps In Insurtech For Independent Financial Advisors

The Insurance Industry Hasn’t Invested Enough In Providing Services For Advisors’ Clients, But The Outlook Is Positive For 2024 And Beyond

By WSR Newsroom

/ 22 Jan 2024

Joslyn Druvenga, Senior Vice President, CBS Brokerage

CogniCor Announces Microsoft Azure OpenAI Integration

Wealthtech Firm Integrates Microsoft AI For Its Wealth Management And Insurance Digital Assistant Solutions

By Janeesa Hollingshead

/ 22 Jan 2024

Guide To Industry Conferences: Wealthtech

Our 2024 Guide To Leading Wealthtech Conferences Covers Orion Ascent, The T3 Technology Conference, WealthStack, Future Proof And The Nitrogen Fearless Investing Summit

By Janeesa Hollingshead

/ 18 Jan 2024

Guide To Industry Conferences: Wealthtech

Wealthtech Roundup: Envestnet, Smarsh, FP Alpha, Altruist And More

CapIntel Expands, Vestwell Raises $125 Million, FP Alpha Integrates With Orion, Addepar Surpasses $5 Trillion, TIFIN Integrates With BetaNXT And Franklin Templeton, Altruist Announces 6 More Integrations, Pontera Raises $60 Million, Smarsh Enhances Risk Detection And Rich Aneser Of Envestnet Is Our

By Chris Latham

/ 8 Jan 2024

Rich Aneser, Chief Strategy Officer of Envestnet

Forecasting The Next Two Decades Of Wealthtech

Iskowitz, Welsh And Wakeman Describe How Wealthtech Has Shaped The Industry And How It Will Reshape It In The Long Term

By WSR Newsroom

/ 2 Jan 2024

Forecasting The Next Two Decades Of Wealthtech

How to Improve the Advisor and Client Experience in 2024 and Beyond

Advisors Must Provide Real-Time, Personalized And Interconnected Data To Meet Increasing Client Demands

By WSR Newsroom

/ 27 Dec 2023

Stephen C. Daffron, Co-Founder and Industry Partner, Motive Partners, and Strategic Advisor, FNZ

Empowering Advisory Growth Through Modernization

As Advisors Move Toward Managed Accounts To Recapture Their Time From Non-Revenue-Generating Activities, Firms Must Onboard Supporting Technology

By WSR Newsroom

/ 27 Dec 2023

Jonathan Pincus, CEO, SMArtX Advisory Solutions

Cyber Extortion By SEC Complaint Against The Victim

A New Frontier In Ransomware Tactics: BlackCat/ALPHV Exploits SEC Disclosure Rules

By WSR Newsroom

/ 26 Dec 2023

John O’Connell, CEO and Founder, The Oasis Group

Just one quick step