WealthTech Weekly: July 22, 2022

WealthTech Weekly: July 22, 2022

Welcome to the news highlights of the week.

What’s going on: Abrdn looks to sell its private equity business, SunTech welcomes ex-IBM exec, FNZ adds New Access to its buys, Orion snaps up Townsquare Capital, Moniflo goes beta, Tifin acquires SharingAlpha, Deutsche Bank widens its Wealthtech reach to Belgium, and Seccl starts powering GreenGrowt...

Welcome to the news highlights of the week.

What’s going on: Abrdn looks to sell its private equity business, Sun...
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Why Is It Important to Take into Account Vendors’ Previous Experience?

Why Is It Important to Take into Account Vendors’ Previous Experience?

Which is better—a team of highly skilled and experienced professionals or ambitious young people who compensate for little experience with enthusiasm? The answer to the question can be found only by analyzing your current situation on the project and defining criteria the augmentation team should adhere to.

Which is better—a team of highly skilled and experienced professionals or ambitious young people who compensate for l...
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Ultimate Wealth Toolkit: Utilities for Financial Advising and Management

Ultimate Wealth Toolkit: Utilities for Financial Advising and Management

We find ourselves switching between online and offline, now mostly able to combine the two as we please. Navigating clients’ financial matters requires both, too, so having the right tools is leveling up your positions in the market. Below, we offer our picks from the array of platforms and instruments for financial advising and wealth management. See...
We find ourselves switching between online and offline, now mostly able to combine the two as we please. Navigating clie...
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