Dec 5, 2024 · Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.

Aug 20, 2024 · Discover the evolving landscape of technology in wealth management with insights from our latest survey. Explore how Innovators, Operators, and Laggards approach technology and learn about the ...

Jan 31, 2025 · Welcome to 2025 in wealth management and technology. We’re already kicking it off with aggressive new hires and investments in expanded services. Here are five January headlines that got our ...

Oct 3, 2024 · This kind of commitment to technology is much needed as wealth management firms strategize how to best engage with clients in a changing marketplace. So, without further …

Dec 19, 2024 · Big names changed roles, a lot of new technology launched, companies merged, and new players entered the market. This month’s headlines show the industry is ending 2024 strong and we have a lot ...

Jul 18, 2024 · Technology innovations, including the still nascent opportunities surrounding AI, will transform compliance and supervision functions throughout the wealth management space.

Jan 31, 2025 · With the newest integration—Orion’s first integration with Pontera dates back to 2021—firms that rely on Orion Trading for investment management can now integrate clients’ 401(k)s, 403(b)s ...

Feb 29, 2024 · Explore the dynamic landscape of wealth management in our exclusive coverage of the 20th anniversary edition of the T3 Conference.

Oct 9, 2024 · Pereira and Brian Portnoy, founder of Shaping Wealth, presented a framework for providing personalization at scale. It involves a combination of people and technology.

5 days ago · EP Wealth Advisors, which grew to $31 billion in assets under management last year, has kicked off 2025 by closing its first acquisition in Tennessee with $500 million registered investment ...