From October 2022 to July 2024, I was Technology Reporter for Wealth Management Magazine. Check out my author page here.
2022-10-07 - WM - LPL Pulls $1B Firm From Merrill Lynch
https://www.wealthmanagement.com/industry/lpl-pulls-1b-firm-merrill-lynch
2022-10-18 - WM - Merrill Eyes Digital Marketing to Fuel Organic Advisor Growth
https://www.wealthmanagement.com/industry/merrill-eyes-digital-marketing-fuel-organic-advisor-growth
2022-10-19 - WM - Many Investors Aren’t Preparing For Great Wealth Transfer | Wealth Management
2022-10-24 - WM - Fidelity Pilots Direct Indexing Offering for Advisors
https://www.wealthmanagement.com/equities/fidelity-pilots-direct-indexing-offering-advisors
2022-10-27 - WM - Schwab-TDAI 'Conversion Event' Slated for Labor Day Weekend 2023
2022-11-01 - WM - Ten to Watch in 2023 - Marcel Tsai
https://www.wealthmanagement.com/people/ten-watch-2023-marcel-tsai
(This story was re-published in the October-November 2022 edition of Wealth Management Magazine.)
2022-11-01 - WM - Ten to Watch in 2023 - Laxmi Ramanath
https://www.wealthmanagement.com/people/ten-watch-2023-laxmi-ramanath
(This story was re-published in the October-November 2022 edition of Wealth Management Magazine.)
2022-11-02 - WM - Schwab Presents Detailed Time Line for TD Ameritrade Integration
2022-11-03 - WM - Morningstar Debuts Direct Indexing Offering
https://www.wealthmanagement.com/equities/morningstar-debuts-direct-indexing-offering
2022-11-07 - WM - Taiber Launches Taiko, an OCIO for Financial Advisors
https://www.wealthmanagement.com/news/taiber-launches-taiko-ocio-financial-advisors
2022-11-08 - WM - J.D. Power - Largest Asset Managers Dominate in Advisor Digital Experience
2022-11-15 - WM - Snappy Kraken Expands Convos Texting Platform to Broker-Dealers
2022-11-29 - WM - Skience Rolls Out RightBRIDGE Integration
https://www.wealthmanagement.com/technology/skience-rolls-out-rightbridge-integration
2022-12-08 - WM - Savvly Introduces Pooled Equity Index Fund for Retirement Planning
2022-12-09 - WM - Dynasty Names Bob Shea New Chief Investment Strategist
https://www.wealthmanagement.com/people/dynasty-names-bob-shea-new-chief-investment-strategist
2022-12-20 - WM - WealthStack Research Reveals Big Gaps in How Advisory Firms Use Tech
2022-12-23 - WM - Alts and Advisors - A Mixed Bag
https://www.wealthmanagement.com/alternative-investments/alts-and-advisors-mixed-bag
2023-01-17 - YCharts - WM - With An Eye On Fees And Returns, More Clients Are Looking For a New Advisor
2023-01-19 - WM - FNZ Expanding US Footprint With YieldX Acquisition
https://www.wealthmanagement.com/technology/fnz-expanding-us-footprint-yieldx-acquisition
2023-01-20 - WM - Advisor-Finder Zoe Financial Launches Wealth Platform
https://www.wealthmanagement.com/technology/advisor-finder-zoe-financial-launches-wealth-platform
2023-01-25 - WM - WealthStack Roundup: Asset-Map Partners With Cetera; Elements Receives $5M in Funding; Lumiant Partners With DMW Strategic Consulting
2023-01-26 - WM - Raymond James Adds Advisors, Despite Recruiting Challenges
https://www.wealthmanagement.com/news/raymond-james-adds-advisors-despite-recruiting-challenges
2023-01-31 - WM - Survey - Financial Advisors Have Larger Role to Play in Clients' Retirement Planning
2023-01-31 - WM - Gavin Spitzner, Popular and Outspoken Advisor Tech Consultant, Dies at 57
2023-02-01 - WM - Pontera Announces Integration With Envestnet's Tamarac Platform
2023-02-03 - WM - WealthStack Roundup - Orion Partners With FFP; Morningstar and TIFIN Enhance AI-Powered Platform; eMoney Responds to SECURE 2.0 Tax Changes
2023-02-07 - WM - Conquest Planning Secures $17.8M in Series A Funding
https://www.wealthmanagement.com/technology/conquest-planning-secures-178m-series-funding
2023-02-08 - WM - Asset-Map Announces $6M in Series B Funding
https://www.wealthmanagement.com/technology/asset-map-announces-6m-series-b-funding
2023-02-10 - WM - Wealthstack Roundup - Opto Investments Teams With Merchant on Alts
https://www.wealthmanagement.com/technology/wealthstack-roundup-opto-investments-teams-merchant-alts
2023-02-16 - WM - Betterment Lays Off 28 Employees
https://www.wealthmanagement.com/technology/betterment-lays-28-employees
2023-02-22 - WM - Avantax Announces $1.7B in Newly Recruited Assets in 2022
https://www.wealthmanagement.com/news/avantax-announces-17b-newly-recruited-assets-2022
2023-02-23 - WM - Orion Advisor Academy Debuts
https://www.wealthmanagement.com/news/orion-advisor-academy-debuts
2023-02-28 - WM - Orion Launches Compliance Tool With Share Class Monitoring
https://www.wealthmanagement.com/technology/orion-launches-compliance-tool-share-class-monitoring
2023-03-03 - WM - Orion Debuts New Direct Indexing Workflow
https://www.wealthmanagement.com/technology/orion-debuts-new-direct-indexing-workflow
2023-03-09 - WM - For Wealthtech Firms And Advisors, AI Has Entered The Chat
https://www.wealthmanagement.com/technology/wealthtech-firms-and-advisors-ai-has-entered-chat
2023-03-10 - WM - Q&A - Joel Bruckenstein on What to Expect at T3
https://www.wealthmanagement.com/technology/qa-joel-bruckenstein-what-expect-t3
2023-03-14 - WM - T3 - Cybersecurity Adoption Still ‘Woefully Low’
https://www.wealthmanagement.com/technology/t3-cybersecurity-adoption-still-woefully-low
2023-03-15 - WM - T3 - Rise of the Machines
https://www.wealthmanagement.com/technology/t3-rise-machines
2023-03-22 - WM - Executive Shake-Up at Skience
https://www.wealthmanagement.com/people/executive-shake-skience
2023-03-23 - WM - GeoWealth Acquires First Ascent Asset Management
https://www.wealthmanagement.com/industry/geowealth-acquires-first-ascent-asset-management
2023-03-29 - WM - Q&A - Robert Sofia, CEO of Snappy Kraken
https://www.wealthmanagement.com/marketing/qa-robert-sofia-ceo-snappy-kraken
2023-03-31 - WM - Taiko Debuts Strategy Gallery
https://www.wealthmanagement.com/technology/taiko-debuts-strategy-gallery
2023-03-31 - WM - WealthStack Roundup - Orion, Riskalyze Announce 'Enhanced Integration'
2023-04-03 - WM - Acorns Acquires GoHenry, Pixpay
https://www.wealthmanagement.com/technology/acorns-acquires-gohenry-pixpay
2023-04-04 - WM - Flourish Cash Announces Redtail Technology Integration
https://www.wealthmanagement.com/technology/flourish-cash-announces-redtail-technology-integration
2023-04-07 - WM - SMArtX Advisory Solutions Adds 54 Strategies to UMA Platform
https://www.wealthmanagement.com/equities/smartx-advisory-solutions-adds-54-strategies-uma-platform
2023-04-11 - WM - More SVB Advisors Depart After Bank’s Collapse
https://www.wealthmanagement.com/industry/more-svb-advisors-depart-after-bank-s-collapse
(This story was written by Reporter Patrick Donachie, and Managing Editor Diana Britton and Reporter Rob Burgess contributed to this report.)
2023-04-12 - WM - More First Republic Advisors Depart
https://www.wealthmanagement.com/people/more-first-republic-advisors-depart
2023-04-13 - WM - Four More SVB Advisors Join Cynosure Wealth Advisors
https://www.wealthmanagement.com/industry/four-more-svb-advisors-join-cynosure-wealth-advisors
(This story was written by Reporter Patrick Donachie and Managing Editor Diana Britton and Reporter Rob Burgess contributed to this report.)
2023-04-13 - WM - Alts Tech Platform Opto Investments Forms Advisory Council
2023-04-18 - WM - Absolute Engagement Tech Tracks Client Confidence and Concerns
2023-04-21 - WM - WealthStack Roundup - Hearsay Systems Becomes The Latest And Largest MarTech Firm To Embrace AI
2023-05-10 - WM - Orion Debuts ChatGPT 3.5 Integration, ‘Redtail Speak’
https://www.wealthmanagement.com/technology/orion-debuts-chatgpt-35-integration-redtail-speak
2023-05-12 - WM - WealthStack Roundup - Vestwell To Support Chase’s Everyday 401(k)
2023-05-17 - WM - Income Lab Debuts Retirement Stress Test Tool
https://www.wealthmanagement.com/technology/income-lab-debuts-retirement-stress-test-tool
2023-05-17 - WM - Cetera Financial Parent Company Names Former Fidelity Executive Mike Durbin CEO
2023-05-22 - WM - Eric Clarke To Step Down As Orion CEO
https://www.wealthmanagement.com/technology/eric-clarke-step-down-orion-ceo
2023-05-23 - WM - Vamsi Yadlapati Joins Savvy Wealth’s Board of Advisors
https://www.wealthmanagement.com/estate-planning/portability-and-second-marriages
2023-05-24 - WM - tru Independence Debuts truView Platform
https://www.wealthmanagement.com/technology/tru-independence-debuts-truview-platform
2023-05-24 - WM - Q&A - Mike Durbin, CEO of Cetera Holdings
https://www.wealthmanagement.com/industry/qa-mike-durbin-ceo-cetera-holdings
2023-05-26 - WM - WealthStack Roundup - Nitrogen Survey Notes Attributes of High-Growth Firms
2023-06-02 - WM - WealthStack Roundup - Hearsay Social Study Reveals Increased Engagement, Shifts in Types of Content
2023-06-05 - WM - The Minds Behind the Machines - Jan Szilagyi, Toggle AI
https://www.wealthmanagement.com/technology/minds-behind-machines-jan-szilagyi-toggle-ai
2023-06-05 - WM - Advisors Glimpse the Promise, and Peril, of AI
https://www.wealthmanagement.com/technology/advisors-glimpse-promise-and-peril-ai
2023-06-08 - WM - Schwab Personalized Indexing Receives Upgrades
https://www.wealthmanagement.com/technology/schwab-personalized-indexing-receives-upgrades
2023-06-09 - WM - TIFIN AMP Spinoff Raises $10M in Series A Funding
https://www.wealthmanagement.com/technology/tifin-amp-spinoff-raises-10m-series-funding
2023-06-13 - WM - F2 Strategy Acquires Oakbrook Solutions, Receives Investment From Renovus Capital
2023-06-14 - WM - Alternative Investments Platform iCapital Launches Marketplace
2023-06-15 - WM - WealthStack Roundup - EU Passes Artificial Intelligence Act
2023-06-23 - WM - Fidelity 'Crypto for Wealth Managers' Coming Within Months, Company Confirms
2023-06-27 - WM - Wealth.com Debuts ‘Ester,’ an AI-Powered Estate Planning Legal Assistant for Advisors
2023-06-29 - WM - WealthStack Roundup - Salesforce Launches Personalized Financial Engagement With Gen AI Capabilities
2023-06-30 - WM - Most Advisors Planned for Student Loan Payments, Despite Biden Plan
2023-07-06 - WM - 30M People Joined Threads Overnight. Will Advisors Get on Board
2023-07-07 - WM - Q and A - Orion CEO Eric Clarke on a Replacement, Retirement and the Future
https://www.wealthmanagement.com/people/qa-orion-ceo-eric-clarke-replacement-retirement-and-future
2023-07-11 - WM - Helios Introduces Custom Sleeving Capabilities
https://www.wealthmanagement.com/technology/helios-introduces-custom-sleeving-capabilities
2023-07-12 - WM - AI Will Heighten Cybersecurity Risks for RIAs
https://www.wealthmanagement.com/technology/ai-will-heighten-cybersecurity-risks-rias
2023-07-19 - WM - Schwab’s Stock Up Nearly 13 Percent As Cash Outflows Decelerate
https://www.wealthmanagement.com/industry/schwab-s-stock-nearly-13-cash-outflows-decelerate
2023-07-25 - WM - Milemarker’s 'Charter' Brings Outsourced CTO Service To Advisors
2023-07-26 - WM - Q and A - Alex Sauickie, CEO of AdvicePay
https://www.wealthmanagement.com/people/qa-alex-sauickie-ceo-advicepay
2023-07-28 - WM - TIFIN Launches TIFIN.AI Platform
https://www.wealthmanagement.com/technology/tifin-launches-tifinai-platform
2023-08-03 - WM - WealthStack Roundup - TIFIN Announces Executive Hires
https://www.wealthmanagement.com/wealthstack/wealthstack-roundup-tifin-announces-executive-hires
2023-08-10 - WM - WealthStack Roundup - GeoWealth, Halo Investing Partnership Offers Structured Note Portfolios In UMAs
(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)
2023-08-17 - WM - The Growing Need For Cyber Insurance
https://www.wealthmanagement.com/technology/growing-need-cyber-insurance
(This story was re-published in the Third Quarter 2023 issue of Wealth Management Magazine.)
2023-08-18 - WM - WealthStack Roundup - Apex Integrates With Startup AdvisorArch
https://www.wealthmanagement.com/wealthstack/wealthstack-roundup-apex-integrates-startup-advisorarch
(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)
2023-08-18 - WM - Securitize Acquires Onramp Invest
https://www.wealthmanagement.com/technology/securitize-acquires-onramp-invest
2023-08-22 - WM - Snappy Kraken Unveils AI-Powered Email Builder
https://www.wealthmanagement.com/news/snappy-kraken-unveils-ai-powered-email-builder
2023-08-24 - WM - Q and A - H. Adam Holt, Founder and CEO of Asset-Map
https://www.wealthmanagement.com/news/qa-h-adam-holt-founder-and-ceo-asset-map
2023-09-01 - WM - Advisors Express Cautious Optimism Ahead Of Schwab, TD Ameritrade Labor Day Account Conversion
(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)
2023-09-05 - WM - Schwab Reports No Major Issues After Labor Day Weekend TD Ameritrade Conversion
2023-09-08 - WM - WealthStack Roundup - FP Alpha Releases P and C Snapshot, Which Summarizes Client Insurance Coverage
2023-09-08 - WM - Opto Investments Introduces Custom Funds Capabilities
2023-09-11 - WM - Morningstar Launches Enterprise Analytics Platforms and API For Mo Chatbot
2023-09-15 - WM - Morningstar to Cut Up to 12% of Sustainanalytics ESG Unit
https://www.wealthmanagement.com/industry/morningstar-cut-12-sustainanalytics-esg-unit
2023-09-15 - WM - Future Proof Roundup - AI Takes the Main Stage
https://www.wealthmanagement.com/industry/future-proof-roundup-ai-takes-main-stage
2023-09-19 - WM - PE Firm Carlyle Takes Minority Investment in Captrust
https://www.wealthmanagement.com/ria-edge/pe-firm-carlyle-takes-minority-investment-captrust
(Reporter Ali Hibbs contributed to this report.)
2023-09-21 - WM - WealthStack Roundup - AI @ Morgan Stanley Assistant Now Live
https://www.wealthmanagement.com/technology/wealthstack-roundup-ai-morgan-stanley-assistant-now-live
2023-09-25 - WM - Shaping Wealth to Hold Its First Behavioral Finance-Focused Virtual Event
2023-09-26 - WM - New Jersey Selects Vestwell For Its Secure Choice Savings Program
2023-09-28 - WM - Wealth.com Adds Brian Hamburger as Strategic Advisor
https://www.wealthmanagement.com/news/wealthcom-adds-brian-hamburger-strategic-advisor
2023-09-29 - WM - WealthStack Roundup - Farther Raises $31M
https://www.wealthmanagement.com/technology/wealthstack-roundup-farther-raises-31m
(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)
2023-10-04 - WM - Snappy Kraken Unveils Nitrogen Lead Generation Campaign
https://www.wealthmanagement.com/technology/snappy-kraken-unveils-nitrogen-lead-generation-campaign
2023-10-04 - WM - Daniel Crosby - Relationships Are Priceless, Finding True Connection Difficult
2023-10-04 - WM - Nitrogen CEO Aaron Klein Looks To The Future
https://www.wealthmanagement.com/industry/nitrogen-ceo-aaron-klein-looks-future
2023-10-04 - WM - Serial Entrepreneur Joe Lonsdale on Breaking Into the RIA Market
https://www.wealthmanagement.com/people/serial-entrepreneur-joe-lonsdale-breaking-ria-market
2023-10-05 - WM - The Effects of Scale, Complexity and Technology on Growth and M and A
https://www.wealthmanagement.com/technology/effects-scale-complexity-and-technology-growth-and-ma
2023-10-06 - WM - WealthStack Roundup - Apex To Launch Fractional Fixed Income Platform
2023-10-09 - WM - Q and A - Pamela Cytron, President of Founders Arena
https://www.wealthmanagement.com/technology/qa-pamela-cytron-president-founders-arena
2023-10-16 - WM - eMoney Summit - Planning With Inclusion
https://www.wealthmanagement.com/client-relations/emoney-summit-planning-inclusion
2023-10-17 - WM - Growth Platform Practice Intel Officially Launches
https://www.wealthmanagement.com/technology/growth-platform-practice-intel-officially-launches
2023-10-17 - WM - FinanceHQ Emerges From Stealth Mode
https://www.wealthmanagement.com/technology/financehq-emerges-stealth-mode
2023-10-17 - WM - eMoney Unveils Product Roadmap At Summit
https://www.wealthmanagement.com/technology/emoney-unveils-product-roadmap-summit
2023-10-18 - WM - Sallie Krawcheck's Five Life Lessons
https://www.wealthmanagement.com/people/sallie-krawchecks-five-life-lessons
2023-10-19 - WM - Making a Difference Through Pro Bono Financial Planning
https://www.wealthmanagement.com/industry/making-difference-through-pro-bono-financial-planning
2023-10-20 - WM - Equity Advisor Solutions, ETC Brokerage Combine to Create New Custodian
2023-10-24 - WM - Q and A - Hailin Li, CEO and Founder of Advyzon
https://www.wealthmanagement.com/technology/qa-hailin-li-ceo-and-founder-advyzon
2023-11-02 - WM - Elements Unveils New RIA Partnership Model
https://www.wealthmanagement.com/technology/elements-unveils-new-ria-partnership-model
2023-11-03 - WM - Using Technology To Become A ‘Cyborg’ Advisor
https://www.wealthmanagement.com/technology/using-technology-become-cyborg-advisor
2023-11-03 - WM - While Tech Integration Will Never Be Perfect, AI Could Help
2023-11-07 - WM - Several Fintechs Unveil New Upgrades, Features, Integrations At AdviceTech.LIVE
2023-11-08 - WM - How Technology Can Help Clients ‘Befriend Their Future Selves’
2023-11-14 - WM - Q and A - Philipp Hecker, CEO of Bento Engine
https://www.wealthmanagement.com/technology/qa-philipp-hecker-ceo-bento-engine
2023-11-14 - WM - Envestnet to Rollout Retirement Savings Program
https://www.wealthmanagement.com/retirement-news/envestnet-rollout-retirement-savings-program
2023-11-16 - WM - Helios Rolls Out Scheduling Features For Its Model Rebalancing
2023-11-17 - WM - WealthStack Roundup - Farther Reaches $1.6B In AUM
https://www.wealthmanagement.com/technology/wealthstack-roundup-farther-reaches-16b-aum
(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)
2023-11-30 - WM - Helios Integrates Machine Learning Into Its Investment Models
https://www.wealthmanagement.com/technology/helios-integrates-machine-learning-its-investment-models
2023-12-04 - WM - Hub International Acquires $2.3B AFS 401(k) Retirement Services
2023-12-12 - WM - Altruist Adds Integrations With Orion, MoneyGuide and Others
https://www.wealthmanagement.com/technology/altruist-adds-integrations-orion-moneyguide-and-others
2023-12-18 - WM - The Ten to Watch in 2024 - Brian Thorp
https://www.wealthmanagement.com/people/ten-watch-2024-brian-thorp
(Also published in the fourth quarter of 2023 edition of Wealth Management Magazine.)
2023-12-18 - WM - The Ten to Watch in 2024 - Iraklis Kourtidis
https://www.wealthmanagement.com/people/ten-watch-2024-iraklis-kourtidis
(Also published in the fourth quarter of 2023 edition of Wealth Management Magazine.)
2023-12-22 - WM - Tech Trends In Wealth Management To Watch In 2024
https://www.wealthmanagement.com/technology/tech-trends-wealth-management-watch-2024
2024-01-03 - WM - Six Months After Threads’ Launch, Many Advisors Still Searching For An X Alternative
2024-01-05 - WM - TIFIN, Franklin Templeton To Launch TIFIN @Work
https://www.wealthmanagement.com/technology/tifin-franklin-templeton-launch-tifin-work
2024-01-08 - WM - What’s Next For Envestnet After Bill Crager
https://www.wealthmanagement.com/technology/what-s-next-envestnet-after-bill-crager
2024-01-11 - WM - Avise Financial, A Technology And Services Co-Op For Advisors, Launches
2024-01-12 - WM - WealthStack Roundup - Reputation Management Platform Testimonial IQ To Debut Upgrades
2024-01-19 - WM - Most Advisors Lukewarm Toward SEC-Approved Spot Bitcoin ETFs
https://www.wealthmanagement.com/news/most-advisors-lukewarm-toward-sec-approved-spot-bitcoin-etfs
(This story was co-written by reporter Rob Burgess and managi.)
2024-01-23 - WM - Income Lab Carves Out 'Life Hub' One-Pager as Separate, Cheaper Tool
2024-01-24 - WM - Anthony Stich Leaves Entrustody
https://www.wealthmanagement.com/people/anthony-stich-leaves-entrustody
2024-01-25 - WM - T3: Rapid Uptick in Tax and Estate Planning Software By Advisors
2024-01-29 - WM - Q&A - 55ip CEO Paul Gamble
https://www.wealthmanagement.com/technology/qa-55ip-ceo-paul-gamble
2024-01-31 - WM - Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator
2024-02-05 - WM - Kitces Podcast Sparks Debate on Google Reviews
https://www.wealthmanagement.com/industry/kitces-podcast-sparks-debate-google-reviews
2024-03-11 - WM - Ex-Osaic Employee Files Disability Discrimination Lawsuit Over COVID-19
2024-03-13 - WM - Apex Continues To Make Moves To Compete With Big Three Custodians
https://www.wealthmanagement.com/technology/apex-continues-make-moves-compete-big-three-custodians
2024-03-15 - WM - WealthStack Roundup - Lead Gen Startup WealthFeed Raises $2M
2024-03-19 - WM - InvestCloud Joins Orion As Latest Advisor Tech Firm to Raise Prices
2024-03-21 - WM - Shaping Wealth Develops AI-Powered Behavioral Finance Assistant
2024-03-25 - WM - Roger Hobby Named Executive Vice President For Empower Personal Wealth
2024-04-03 - WM - 55ip CEO Paul Gamble to Step Down in September
https://www.wealthmanagement.com/technology/55ip-ceo-paul-gamble-step-down-september
2024-04-09 - WM - J.P. Morgan Asset Management Solutions Names New CIO of Tax Smart Strategies
2024-04-09 - WM - Ron Carson Steps Down as Carson Group CEO
https://www.wealthmanagement.com/news/ron-carson-steps-down-carson-group-ceo
2024-04-11 - WM - Carson Group Names Dani Fava As Chief Strategy Officer
https://www.wealthmanagement.com/news/carson-group-names-dani-fava-chief-strategy-officer
2024-04-16 - WM - Merrill Reports Record Assets, Slower Pace of New Clients
https://www.wealthmanagement.com/industry/merrill-reports-record-assets-slower-pace-new-clients
2024-04-22 - WM - Ritholtz Wealth Management Opens Los Angeles Office
https://www.wealthmanagement.com/ria-news/ritholtz-wealth-management-opens-los-angeles-office
2024-04-23 - WM - Former Pro Baseball Player Will Advise NFLers
https://www.wealthmanagement.com/people/former-pro-baseball-player-will-advise-nflers
2024-04-25 - WM - WealthStack Roundup - Jeanette Kuda Named COO of TIFIN AG
https://www.wealthmanagement.com/technology/wealthstack-roundup-jeanette-kuda-named-coo-tifin-ag
2024-05-03 - WM - WealthStack Roundup - ‘Invent Village’ To Debut At Wealth Management EDGE 2024
2024-05-06 - WM - Focus Financial Merges Buckingham Strategic Wealth With The Colony Group
2024-05-08 - WM - AdvicePay Promotes Kelsey Lewis To President
https://www.wealthmanagement.com/people/advicepay-promotes-kelsey-lewis-president
2024-05-09 - WM - WealthStack Roundup - Advisor360° Adds GWN Securities as a Client
https://www.wealthmanagement.com/news/wealthstack-roundup-advisor360-adds-gwn-securities-client
2024-05-10 - WM - AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi
(This story was co-written by reporter Rob Burgess and WMRE editorial director David Bodamer.)
2024-05-13 - WM - The AI Assembly at Wealth Management EDGE - The Future of AI
https://www.wealthmanagement.com/wealthstack/ai-assembly-wealth-management-edge-future-ai
2024-05-14 - WM - Wealth Management EDGE - With AI Prompt Engineering, It’s ‘Garbage In, Garbage Out’
2024-05-14 - WM - Wealth Management EDGE - Future Advisors Will Have to Pick Up Where AI Falls Short
2024-05-14 - WM - RIA Edge Live Blog - Selling Growth
https://www.wealthmanagement.com/ria-edge/ria-edge-live-blog-selling-growth
(This story was co-written by reporter Rob Burgess and reporters Patrick Donachie and Elaine Misonzhnik.)
2024-05-14 - WM - WealthStack Live Blog - All About AI
https://www.wealthmanagement.com/wealthstack/wealthstack-live-blog-all-about-ai
(This story was co-written by reporter Rob Burgess and reporter Elaine Misonzhnik.)
2024-05-15 - WM - Advisors - Go Ahead And Kick The Tires On AI
https://www.wealthmanagement.com/wealthstack/advisors-go-ahead-and-kick-tires-ai
2024-05-16 - WM - WealthStack - Using Technology, Automation To Remove Friction
https://www.wealthmanagement.com/wealthstack/wealthstack-using-technology-automation-remove-friction
2024-05-16 - WM - WealthStack - Meet Your Clients On Social Media In Your Own Voice
2024-05-20 - WM - WealthStack - Marketing Is An Investment To Be Tracked
https://www.wealthmanagement.com/wealthstack/wealthstack-marketing-investment-be-tracked
2024-05-21 - WM - Wealthstack Roundup - Ron Pruitt Named Orion Wealth Management President
2024-05-24 - WM - SEC Adopts Updated Cybersecurity Rules
https://www.wealthmanagement.com/regulation-compliance/sec-adopts-updated-cybersecurity-rules
2024-05-31 - WM - WealthStack Roundup - MassMutual Advisors To Have Access To CAIS Alts Platform
2024-05-31 - WM - Missouri Regulators Send Warning Letter to Advisors Using Data Aggregation Tech
2024-06-04 - WM - Conquest Planning Upgrades Its Strategic Advice Manager
https://www.wealthmanagement.com/technology/conquest-planning-upgrades-its-strategic-advice-manager
2024-06-04 - WM - BNY Mellon’s Pershing X Upgrades Wove Platform
https://www.wealthmanagement.com/technology/bny-mellon-s-pershing-x-upgrades-wove-platform
2024-06-07 - WM - WealthStack Roundup - Advyzon Investment Management Names Scott Smith Chief Revenue Officer
2024-06-10 - WM - YourStake To Provide AI-Powered APIs To Apex Fintech Solutions
https://www.wealthmanagement.com/technology/yourstake-provide-ai-powered-apis-apex-fintech-solutions
2024-06-11 - WM - AI-Powered Financial Research Assistant Brightwave Raises $6M In Seed Funding
2024-06-11 - WM - Yext to Acquire Hearsay Systems
https://www.wealthmanagement.com/technology/yext-acquire-hearsay-systems
2024-06-13 - WM - Fidelity, Envestnet Increase Collaboration On Managed Accounts
2024-06-20 - WM - AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP
https://www.wealthmanagement.com/technology/assetmark-acquire-12b-assets-morningstar-wealth-tamp
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Chief technology officers from top RIAs in the wealth management industry detail the software tools they are using to drive their business.
As told to reporter Rob Burgess and edited for length and clarity. The views and opinions are not representative of the views of WealthManagement.com.
Want to tell us what's in your wealthstack? Contact Rob Burgess at Robert.Burgess@informa.com.
https://www.wealthmanagement.com/whats-my-wealthstack
2023-10-27 - WM - What's In My Wealthstack - There Is No Perfect CRM
https://www.wealthmanagement.com/wealthstack/there-no-perfect-crm
Amy Flourry, director of operations at Rehmann Financial, gives an honest assessment of the tech tools the $3 billion AUM RIA uses to drive business.
2023-11-03 - WM - What's In My Wealthstack - Planning With Two For Now
https://www.wealthmanagement.com/technology/planning-two-now
Vib Arya, chief operating officer at Shufro Rose & Co., provides an honest assessment of the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.
2023-11-10 - WM - What's In My Wealthstack - Merging The Tech Of Two Firms Can Be A Challenge
https://www.wealthmanagement.com/technology/merging-tech-two-firms-can-be-challenge
Trevor Hicks, chief technology officer at Wetherby Asset Management and Laird Norton Wealth Management, provides an honest assessment of the technology tools used by the $14 billion AUM firms to work with clients and drive business.
2023-11-17 - WM - What's In My Wealthstack - Keeping The Tech Simple
https://www.wealthmanagement.com/technology/keeping-tech-simple
Ron Chandler, president of Summit Investment Management, provides an honest assessment of the technology tools used by the $75-million-AUM firm to work with clients and drive business.
2023-11-22 - WM - What's In My Wealthstack - Working With A Mix Of Advisor-Specific And Customized Business Technology
Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.
2023-11-30 - WM - What's In My Wealthstack - A Tug Of War Between Best of Breed And Best Fit
https://www.wealthmanagement.com/technology/tug-war-between-best-breed-and-best-fit
As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.
2023-12-08 - WM - What's In My Wealthstack - SignatureFD - Leaving The Server Behind
https://www.wealthmanagement.com/technology/signaturefd-leaving-server-behind
Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.
2023-12-15 - WM - What's In My Wealthstack - TandemGrowth Financial Advisors- Technology As A Force Multiplier
Jeff Bernier, president of $200 million AUM TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.
2023-12-22 - WM - What's In My Wealthstack - Saratoga Investment Solutions - The Never-Ending Journey Toward Full Integration
Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.
2024-01-04 - WM - What's In My Wealthstack - CFS Investment Advisory Services - It’s All About The Custodian
Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.
2024-01-12 - WM - What's In My Wealthstack - Walkner Condon Financial Advisors - The Pros and Cons of Consolidating a Tech Stack
Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools.
2024-01-19 - WM - What's In My Wealthstack - Plancorp - Dipping A Toe In The AI Waters, With An Eye On Cybersecurity
https://www.wealthmanagement.com/technology/plancorp-dipping-toe-ai-waters-eye-cybersecurity
Mike Esson, chief information security officer of $6 billion AUM Plancorp, seeks an edge through the latest technology but always weighs it against data security.
2024-02-16 - WM - What's In My Wealthstack - Ensemble Capital - The Tinkering Never Ends
https://www.wealthmanagement.com/technology/ensemble-capital-tinkering-never-ends
Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.
2024-02-23 - WM - What's In My Wealthstack - Crescent Grove Advisors - Sifting The Data Looking For Trends
https://www.wealthmanagement.com/technology/crescent-grove-advisors-sifting-data-looking-trends
Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth.
2024-02-28 - WM - What's In My Wealthstack - Stepp & Rothwell - Keeping It Old School
https://www.wealthmanagement.com/technology/stepp-rothwell-keeping-it-old-school
Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.
2024-03-22 - WM – What’s In My Wealthstack - Robertson Stephens - Building An Integrated Stack One Piece At A Time
Vikram Chugh, who heads up technology and operations for $5.1 billion AUM, 92-employee Robertson Stephens, said the firm has carefully selected each piece of its tech stack.
2024-03-29 - WM - What's In My Wealthstack - Steward Partners - No Two Advisors Are The Same
https://www.wealthmanagement.com/wealthstack/steward-partners-no-two-advisors-are-same
Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.
2024-04-04 - WM - What's In My Wealthstack - Halbert Hargrove - Efficiency And A Focus On Cybersecurity
https://www.wealthmanagement.com/technology/halbert-hargrove-efficiency-and-focus-cybersecurity
Shane Cummings, an advisor and director of technology and cybersecurity, has helped keep the $3 billion AUM firm efficient, flexible and focused on security.
2024-04-11 - WM - What's In My Wealthstack - Merit Financial Advisors - Using Technology To Fuel Growth
https://www.wealthmanagement.com/technology/merit-financial-advisors-using-technology-fuel-growth
JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.
2024-04-26 - WM - What's In My Wealthstack - Prospero Wealth - Maximizing the Use of an All-In-One Platform
https://www.wealthmanagement.com/technology/prospero-wealth-maximizing-use-all-one-platform
Advisor Eric Franklin discusses how the $39 million AUM firm gets the most out of Advyzon while keeping an eye on its competitors.
2024-05-03 - WM- What's In My Wealthstack - Willow Creek Wealth Management - Squeezing Maximum Value Out Of Technology
Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.
2024-05-09 - WM - What's In My Wealthstack - Prime Capital Investment Advisors - If It’s Not In Salesforce, It Didn’t Happen
CFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.
2024-05-31 - WM - What's In My Wealthstack - WealthChoice - Using Tech To Serve Women Breadwinners
https://www.wealthmanagement.com/technology/wealthchoice-using-tech-serve-women-breadwinners
Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges.
2024-06-06 - WM – What’s In My Wealthstack - StraightLine Group - Customizing The Tech Stack For Clients In Retirement
Chief Growth Officer Rob Rickey discusses the modifications the $1.1 billion AUM firm has made to serve its clientele.
2024-06-14 - WM - What's In My Wealthstack - OFC Wealth Management - Taking Some Of The Stress Out Of Divorce With Specialized Software
Emily Jaffe, president and Certified Divorce Financial Analyst at OFC Wealth Management, uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.”
2024-06-21 - WM - What's In My Wealthstack - Tepp Wealth Management - Approaching The Tech Stack From A Tax-Smart Perspective
David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.
The article provides valuable insights into how technology is reshaping wealth management, particularly through the expansion of alternative investments. It's fascinating to see the increased accessibility of alternatives like private equity, private credit, and real estate to individual investors. This democratization is crucial for portfolio diversification, especially given the volatility in public markets. What are your thoughts on the long-term sustainability of this trend? If anyone is looking for expert Investment Management Florida, there are numerous firms specializing in alternative investments.
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