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Blog articles
- #wealthtech research
WealthTech Weekly: September 30, 2022
- #wealthtech research
WealthTech Weekly: September 30, 2022
Welcome to the news highlights of this week.
- Barclays reportedly puts an eye on the £12m Tech Nation contract
- The SEC $35 million data protection penalty goes to Morgan Stanley
- Tactive gets ready to launch a platform for active investment
- Orion’s Board of Directors receives a new addition
- GeoWealth upgrades its platform an...
Welcome to the news highlights of this week.
- Barclays reportedly puts an eye on the £12m Tech Nation contract
- #wealthtech news
WealthTech Weekly: September 9, 2022
- #wealthtech news
WealthTech Weekly: September 9, 2022
Welcome to the news highlights of this week.
Merrill Lynch veterans choose LPL, Mariner Wealth Advisors to start a collaboration with CAIS, Orion will operate differently, Abbove enters a new partnership, UBS pulls out of a deal with Wealthfront, and dezerv scoops billions in series A. Let’s add more details.
Welcome to the news highlights of this week.
Merrill Lynch veterans choose LPL, Mariner Wealth Advisors to start a...
More
- #wealthtech news
WealthTech Weekly: September 2, 2022
- #wealthtech news
WealthTech Weekly: September 2, 2022
Welcome to the news highlights of this week.
What’s going on: ATP tells everyone to calm down, AJ Bell presents an alternative funding transaction option, Raymond James adds new education series for financial advisors, and Groundfloor is set for its annual fundraising. Let’s zoom in.
Welcome to the news highlights of this week.
What’s going on: ATP tells everyone to calm down, AJ Bell presents an...
More
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How to Digitize Wealth Management: Michael Pinsker, Docupace
00:00:00 -
Intro about Michael
00:01:07 -
Managing worktime without burning out
00:06:19 -
Docupace's corporate culture
00:12:26 -
Mentorship for tough decision-making
00:20:40 -
The power of focus for company growth
00:25:10 -
How to build a robust leadership team
00:36:55 -
Making strategic engineering decisions
How to Digitize Wealth Management: Michael Pinsker, Docupace
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
00:00:00 -
Intro about Todd
00:01:22 -
How Hiatus improves financial wellness
00:14:04 -
Building expenses analytics for customers
00:18:45 -
Next moves to improve personalization
00:24:08 -
How to manage backlog in B2C
00:33:03 -
Evolving as a tech leader in Hiatus
00:37:21 -
Biggest delivery challenges of small teams
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
Solutions Development For Enterprise Fintech
Discover how we can help you solve business challenges using technological, managerial, and financial expertise of our software engineering experts!