Since October 2022, I have been Technology Reporter for Wealth Management Magazine.
(This article list is a work in progress. For a more complete, up-to-date list, 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
2022-11-01 - WM - Ten to Watch in 2023 - Laxmi Ramanath
https://www.wealthmanagement.com/people/ten-watch-2023-laxmi-ramanath
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
2023-03-24 - 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
No comments:
Post a Comment