Thursday, October 20, 2022

Wealth Management Magazine - Technology Reporter

 


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

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

 

2023-03-24 - 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


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