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AI-powered robo-advisors lure billions in assets and thousands of users. For sure, they are here to stay, flaunting personalized insights and auto...
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With release cycles becoming shorter and systems more complex, the need for quicker and more precise testing grows stronger. While there are lots o...
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With a firm grip on its title, BPMN remains the premier way to design and implement business processes. It’s intuitive, easy, and it can also be fu...
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Credit score is your multipass in the world of financial services. It helps you secure a loan, apply for a credit card, or rent an apartment. It’s...
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- #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 news
WealthTech Weekly: January 6, 2023
- #wealthtech news
WealthTech Weekly: January 6, 2023
Welcome to the news highlights of this week.
What’s going on:
- Sanctuary Wealth picks Wealthbox’s enterprise CRM
- Titan Wealth purchases IFA firm Telford Mann Group
- Wealthy American couples will be able to give their heirs $26 million tax-free
- Canadians revealed their financial concerns for 2023
- Financial Advisor imagines how...
Welcome to the news highlights of this week.
What’s going on:
- Sanctuary Wealth picks Wealthbox’s enterprise C...
More
- #wealthtech news
WealthTech Weekly: December 30, 2022
- #wealthtech news
WealthTech Weekly: December 30, 2022
Welcome to the news highlights of this week.
Let’s have a brief overview of 2022 and peek at what 2023 may bring to the industry.
Welcome to the news highlights of this week.
Let’s have a brief overview of 2022 and peek at what 2023 may bring 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
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