Monday, October 3, 2022

Wealth Management Magazine - Technology Reporter

 


Since October 2022, I have been 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

https://www.wealthmanagement.com/high-net-worth/ubs-report-many-investors-aren-t-preparing-successful-wealth-transfer


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

https://www.wealthmanagement.com/technology/schwab-tdai-conversion-event-slated-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

https://www.wealthmanagement.com/industry/schwab-presents-detailed-time-line-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

https://www.wealthmanagement.com/news/jd-power-largest-asset-managers-dominate-advisor-digital-experience


2022-11-15 - WM - Snappy Kraken Expands Convos Texting Platform to Broker-Dealers

https://www.wealthmanagement.com/technology/snappy-kraken-expands-convos-texting-platform-brokerdealers


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

https://www.wealthmanagement.com/alternative-investments/savvly-introduces-pooled-equity-index-fund-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

https://www.wealthmanagement.com/technology/wealthstack-research-reveals-big-gaps-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

https://www.wealthmanagement.com/industry/ycharts-eye-fees-and-returns-more-clients-are-looking-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

https://www.wealthmanagement.com/technology/wealthstack-roundup-asset-map-partners-cetera-elements-receives-5m-funding-lumiant


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

https://www.wealthmanagement.com/retirement-news/survey-financial-advisors-have-larger-role-play-clients-retirement-planning


2023-01-31 - WM - Gavin Spitzner, Popular and Outspoken Advisor Tech Consultant, Dies at 57

https://www.wealthmanagement.com/people/gavin-spitzner-popular-and-outspoken-advisor-tech-consultant-dies-57


2023-02-01 - WM - Pontera Announces Integration With Envestnet's Tamarac Platform

https://www.wealthmanagement.com/technology/pontera-announces-integration-envestnets-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

https://www.wealthmanagement.com/technology/wealthstack-roundup-orion-partners-ffp-morningstar-and-tifin-enhance-ai-powered-platform

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'

https://www.wealthmanagement.com/technology/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

https://www.wealthmanagement.com/alternative-investments/alts-tech-platform-opto-investments-forms-advisory-council


2023-04-18 - WM - Absolute Engagement Tech Tracks Client Confidence and Concerns

https://www.wealthmanagement.com/technology/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

https://www.wealthmanagement.com/technology/wealthstack-roundup-hearsay-systems-becomes-latest-and-largest-martech-firm-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)

https://www.wealthmanagement.com/technology/wealthstack-roundup-vestwell-support-chase-s-everyday-401k


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

https://www.wealthmanagement.com/people/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

https://www.wealthmanagement.com/technology/wealthstack-roundup-nitrogen-survey-notes-attributes-high-growth-firms


2023-06-02 - WM - WealthStack Roundup - Hearsay Social Study Reveals Increased Engagement, Shifts in Types of Content

https://www.wealthmanagement.com/technology/wealthstack-roundup-hearsay-social-study-reveals-increased-engagement-shifts-types


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

https://www.wealthmanagement.com/technology/f2-strategy-acquires-oakbrook-solutions-receives-investment-renovus-capital


2023-06-14 - WM - Alternative Investments Platform iCapital Launches Marketplace

https://www.wealthmanagement.com/alternative-investments/alternative-investments-platform-icapital-launches-marketplace


2023-06-15 - WM - WealthStack Roundup - EU Passes Artificial Intelligence Act

https://www.wealthmanagement.com/technology/wealthstack-roundup-eu-passes-artificial-intelligence-act


2023-06-23 - WM - Fidelity 'Crypto for Wealth Managers' Coming Within Months, Company Confirms

https://www.wealthmanagement.com/technology/fidelity-crypto-wealth-managers-coming-within-months-company-confirms


2023-06-27 - WM - Wealth.com Debuts ‘Ester,’ an AI-Powered Estate Planning Legal Assistant for Advisors

https://www.wealthmanagement.com/technology/wealthcom-debuts-ester-ai-powered-estate-planning-legal-assistant-advisors


2023-06-29 - WM - WealthStack Roundup - Salesforce Launches Personalized Financial Engagement With Gen AI Capabilities

https://www.wealthmanagement.com/technology/wealthstack-roundup-salesforce-launches-personalized-financial-engagement-gen-ai


2023-06-30 - WM - Most Advisors Planned for Student Loan Payments, Despite Biden Plan

https://www.wealthmanagement.com/industry/most-advisors-planned-student-loan-payments-despite-biden-plan


2023-07-06 - WM - 30M People Joined Threads Overnight. Will Advisors Get on Board

https://www.wealthmanagement.com/technology/30m-people-joined-threads-overnight-will-advisors-get-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

https://www.wealthmanagement.com/technology/milemarker-s-charter-brings-outsourced-cto-service-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

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