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How RIAs Use Technology to Grow and Scale

Guest Posts
18 February 2020

Modern technology is creating new ways for RIAs to drive growth, achieve efficiency, ensure client-centricity, build trust and enable compliance. Dan Lang, Account Executive at AdvisorEngine, offers you five things to consider when adopting new technology and how it could benefit your firm.
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About Us

WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analyses of leading WealthTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

Guest Posts
18 February 2020

How RIAs Use Technology to Grow and Scale

by INSART

How RIAs Use Technology to Grow and Scale

Modern technology is creating new ways for RIAs to drive growth, achieve efficiency, ensure client-centricity, build trust and enable compliance. Dan Lang, Account Executive at AdvisorEngine, offers you five things…
> Read Article
WealthTech Weekly
17 February 2020

WealthTech Weekly February 17, 2020

by INSART

WealthTech Weekly February 17, 2020

Orion partners with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Grou. Synergy Wealth Alliance joined LPL Financial’s platforms. Frontier Wealth Management acquired Highwater Wealth Management. Orion updated the Connect…
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Guest Posts
11 February 2020

10 Questions to Ask Before Choosing a Custodial Relationship

by INSART

10 Questions to Ask Before Choosing a Custodial Relationship

Choosing a custodian relationship is one of, if not THE single most important decision any new registered investment advisor must make. David Coyle, Senior VP and Head of BisDev at…
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WealthTech Weekly
10 February 2020

WealthTech Weekly February 10, 2020

by INSART

WealthTech Weekly February 10, 2020

EP Wealth Advisors acquired International Research & Asset Management. Grab Financial Group acquired Bento. OneDigital acquires Resources Investment Advisors. Professionals at Farm Bureau Financial Services will use Riskalyze's risk metrics. WisdomTree Investments plans…
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Press Releases
5 February 2020

Chalice Financial Network Adds FA Client Machine and Anchor Point to the Chalice Exchange Digital Marketplace

by INSART

Chalice Financial Network Adds FA Client Machine and Anchor Point to the Chalice Exchange Digital Marketplace

Chalice Financial Network™, an online member-based digital marketplace for independent, small and midsized business owners, added two new services for its members – FA Client Machine and Anchor Point –…
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WealthTech Weekly
3 February 2020

WealthTech Weekly February 3, 2020

by INSART

WealthTech Weekly February 3, 2020

Goldman Sachs is rebranding United Capital. Bluespring acquires Florida RIA. Mercer Advisors buys First Ohio Planning. Fidelity now offers fractional shares trading. Riskalyze announces “Regulation Best Interest” solution. Orion leverages financial planning acquisition. GeoWealth…
> Read News
Domain Knowledge
28 January 2020

Why Is It Important to Take into Account Vendors’ Previous Experience?

by INSART

Why Is It Important to Take into Account Vendors’ Previous Experience?

Which is better—a team of highly skilled and experienced professionals or ambitious young people who compensate for little experience with enthusiasm? The answer to the question can be found only…
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WealthTech Weekly
27 January 2020

WealthTech Weekly January 27, 2020

by INSART

WealthTech Weekly January 27, 2020

Act Analytics launches new ESG portfolio analytics platform for RIAs. ETHIC, a Wealth Bank, Launches in Boston. Totum Risk integrates and partners with AdvisorPeak. Fiduciary Trust acquires Pennsylvania Trust. Creative Planning acquires Stratford Consulting. Wickham…
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Domain Knowledge
21 January 2020

How FinTech Teaches Employees Personal Finance and Wins Their Engagement

by INSART

How FinTech Teaches Employees Personal Finance and Wins Their Engagement

Conventional methods of studying the FinTech business domain tend to be boring. At INSART, we found a new method of engaging developers that helps them understand the needs of users,…
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WealthTech Weekly
20 January 2020

WealthTech Weekly January 20, 2020

by INSART

WealthTech Weekly January 20, 2020

Visa buys Plaid. Truelytics partners SkyView Partners. Envestnet partners Dynasty Financial Partners. Independent Financial Partners partners a Galileo Money+. Flourish partners Buckingham Strategic Wealth. Apex Clearing integrated with Singapore-based Bambu.…
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Research and Analysis
14 January 2020

Customization vs. Control in Wealth Management: MyVest and F2 Strategy Research Project

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
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WealthTech Weekly
13 January 2020

WealthTech Weekly January 13, 2020

by INSART

WealthTech Weekly January 13, 2020

Asset-Map integrates with Black Diamond. LPL makes MoneyGuide available in ClientWorks. Goldman Sachs creates consumer & wealth management arm. UBS cuts up to 500 jobs. BBVA Wealth Solutions names its new Chief…
> Read News