Wealthtech

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

Sid Yenamandra, Founder & CEO, SurgeONE.ai

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

Dynasty Selects Goldman Sachs As A Preferred Custodian For Its RIA Network

Goldman Sachs Custody Solutions Joins BNY Pershing, Fidelity And Schwab As A Custodial Option For Dynasty Network Members.

By Jeff Berman

/ 27 Mar 2025

Shirl Penney, CEO and Founder, Dynasty Financial Partners

Regtech Surge: The True Cost Of Compliance Mistakes

Risk Of Fines And Damage To Morale And Reputation Can Be Minimized By AI-Based Compliance Solutions

By WSR Newsroom

/ 19 Mar 2025

Demystifying The AI Hype

The Technology Offers A Lot Of Potential. But To Unlock Its Value, Firms Will Need To Think Carefully About How Best To Implement AI Without Alienating Employees And Clients.

By Larry Roth

/ 17 Mar 2025

Larry Roth, CEO, Wealth Solutions Report

F2 Strategy Buys Wealthtech And Managed Services Firm MD Solutions

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

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

Regtech Surge: The Compliance Challenge

Wealth.com Teams With eMoney On Estate And Financial Planning

State Street Stakes Ethic Asset Management Platform

Robinhood Rolling Out Wealth Management, Tax And Estate Services

Dynasty Selects Goldman Sachs As A Preferred Custodian For Its RIA Network

Regtech Surge: The True Cost Of Compliance Mistakes

Demystifying The AI Hype

3 articles left!

Just one quick step