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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 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 news
WealthTech Weekly: January 13, 2023
- #wealthtech news
WealthTech Weekly: January 13, 2023
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twenty7tec inks a deal with Meet Parker
- MoneyGuide’s Tony Leal seizes his current role at Envestnet
- Docupace shows an example of much-needed social responsibility
- Information needs protection, but Wealthtechs miss on a key a...
Welcome to the news highlights of this week.
What’s going on:
- Advisor360° acquires Agreement Express
- Twen...
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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