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Blog articles
- #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
- #wealthtech research
WealthTech Weekly: January 20, 2023
- #wealthtech research
WealthTech Weekly: January 20, 2023
Welcome to the news highlights of this week.
What’s going on:
- iCapital got Endowus and Blue Owl Capital as partners
- Allfunds gets new head of UK business
- Mako inks a strategic partnership with PortfolioAid
- Orion gets a new exec of its Wealth Management line
- A shocking number of advice companies skip research on tech solutio...
Welcome to the news highlights of this week.
What’s going on:
- iCapital got Endowus and Blue Owl Capital as pa...
More
- #wealthtech research
WealthTech Weekly: December 2, 2022
- #wealthtech research
WealthTech Weekly: December 2, 2022
Welcome to the news highlights of this week.
What’s going on:
- Wealthify reinforces its leadership team with three new appointments.
- Atria digs deeper into independent wealth management.
- Zoho sees Wealthtech as a potential new area of expansion.
- Estancia teams up with InvestorCOM.
- Industry leaders share tips on how to crea...
Welcome to the news highlights of this week.
What’s going on:
- Wealthify reinforces its leadership team with t...
More
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Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
Making Finance Literacy Easy: Interview with Todd Gower, Hiatus
How to Digitize Wealth Management: Michael Pinsker, Docupace
How to Digitize Wealth Management: Michael Pinsker, Docupace
Solutions Development For Enterprise Fintech
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