Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry. See how leaders in financial services are doing this week.

What’s going on:

• Morningstar adds model portfolios to its array
• Allworth Financial acquires McDaniel Knutson Financial
• First Rate ...

Once next-gen software inevitably becomes outdated and degrades into a legacy system at some point. This transformation is unavoidable and can have harmful consequences, even threatening the future of your business. In the finance industry, where any chunk in the armor can quickly turn into a fatal security breach, neglecting the modernization of l...

Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.

What’s going on:

• Tradier and Altruist top up their funding
• BridgeFT agrees to power Allindex with data aggregation
• Banking Ecospend becomes a member of PIMFA Wealth
• WealthKernel get...