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- #wealthtech research
WealthTech Weekly: February 10, 2023
- #wealthtech research
WealthTech Weekly: February 10, 2023
Here’s everything you wanted to know about the industry this week but were too excited about Super Bowl to keep track of. Enjoy!
What’s going on:
- Groundfloor expands in the U.S., pledges $30 million for local residential housing
- Blueleaf welcomes Tim Minert, now responsible for business development
- Joe Duran leaves Goldman Sachs
- ...
Here’s everything you wanted to know about the industry this week but were too excited about Super Bowl to keep track...
More
- #wealthtech research
WealthTech Weekly: February 3, 2023
- #wealthtech research
WealthTech Weekly: February 3, 2023
Welcome to the news highlights of this week.
What’s going on:
- eMoney Advisor adds new features to its killer tax planning toolkit
- Industry top thinker Gavin Spitzner dies at 57
- Docupace appoints new COO
- Orion will provide substantial funding for a charity initiative
- Zopa scoops £75m of investment
- The list of Top 40 Broke...
Welcome to the news highlights of this week.
What’s going on:
- eMoney Advisor adds new features to its killer ...
More
- #wealthtech research
WealthTech Weekly: January 27, 2023
- #wealthtech research
WealthTech Weekly: January 27, 2023
Welcome to the news highlights of this week.
What’s going on:
- Wealthbox adds executives to its leadership team
- BridgeFT launches a new API offering
- FNZ buys US startup YieldX
- Vestmark launches six direct-index SMA strategies
- AnaCap’s spin-off gets Edward Green as CEO
- AI is no threat but a boon for professional advisors. ...
Welcome to the news highlights of this week.
What’s going on:
- Wealthbox adds executives to its leadership tea...
More
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How to Digitize Wealth Management: Michael Pinsker, Docupace
How to Digitize Wealth Management: Michael Pinsker, Docupace
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
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