What's In My Wealthstack 📱
Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that accommodates new firms, but also supports growth.
Read more >> https://t.co/3oGAXpz8EP
WealthStack Roundup
Two new tax prep tools launched from TaxStatus, PPB enhances platform and announces Delio partnership, and Alpaca is a unicorn.
Read more >> https://t.co/lpsf0DWxwN
Jump, Zeplyn and @zocksio, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the @AdvisorEngine platform. https://t.co/eQRhK4mhtT
Ceasar Sengupta and his team have built a “digital private bank” called Arta Finance, but it won’t compete with other private banks or the advisors who work there. https://t.co/jLWazsEcfZ
@RaymondJames this week joined a growing number of companies across industries, including financial services firms, to add a chief artificial intelligence officer to its C-suite. https://t.co/GRhx49BgWn
So-called robo advisor Betterment has acquired the automated investing business of Ellevest, the platform founded by Sallie Krawcheck in 2014. https://t.co/WS3gwfggYk
@RobinhoodApp is the latest company to announce the #SEC has retreated from a #crypto enforcement action or lawsuit as the agency shifts to new leadership and takes a friendlier approach to the market. https://t.co/Kvw2s2o1Y0
WealthStack Roundup
@MorningstarInc this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. https://t.co/220VLbCJSq
Firms operating in multiple countries must also manage their data estates in compliance with many different data-related regulations. https://t.co/fecFdJuodR
@RobinhoodApp reported revenue that more than doubled as the online-trading firm was buoyed by #crypto market transactions around the US presidential election. https://t.co/aeXBIBUEkf
Americans hold more than $12.5 trillion in mortgage debt and $1.17 trillion in credit card balances as of the end of September – oversight of which is now uncertain.
Via @business https://t.co/9DPmkMZMjU
The #WealthStack Podcast
@ShannonRosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space.
Listen to the podcast >> https://t.co/wBvZdwV6Fv
#Wealthtech provider @orionwealthtech shared the results of both its third annual Advisor Wealthtech Survey and an inaugural survey of 1,000 investors during its annual Ascent conference in Orlando this week. https://t.co/P7i81B6VS8
AI-powered advisor technology startup Jump has received considerable attention over the first year and a half of its existence, and now it is adding substantial financial backing. https://t.co/JOAGVnyHdH
The Word on #WealthTech@F2_Strategy co-founder provides his take on the most important wealth management technology news of the last month.
By Doug Fritz for @wealth_mgmt https://t.co/TuvW5co1n9