WealthTech Weekly: January 27, 2023

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 Weekly: January 20, 2023

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 Weekly: January 13, 2023

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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