FinTech View Online JULY 26, 2024 Top Stories The Benefits of Substack as a Publishing Platform for Advisors John Kador Growing numbers of advisors are moving their newsletters to Substack. FULL ARTICLE Advertisement GeoWealth Raises $18M Led By BlackRock Patrick Donachie The TAMP previously raised funding from Kayne Anderson Growth Capital and J.P. Morgan Asset Management, who also participated in the latest round. FULL ARTICLE WHITE PAPER Generative AI's Role in Advisor Business Growth Sponsored by FactSet How AI revolutionizes wealth management with personalized, efficient solutions. DOWNLOAD NOW Advertisement Wealthtech Startup Powder Raises $5M in Seed Funding Diana Britton Powder is using generative AI to automate a lot of the tasks involved in the client proposal process. FULL ARTICLE Genstar Makes Majority Investment in Docupace Patrick Donachie FTV Capital took a majority stake in the company in 2020 and will remain a minority investor. FULL ARTICLE Advertisement Savvy Adds Six New Advisors, Pushing AUM Over $700M WealthManagement.com Staff Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business. FULL ARTICLE The WealthStack Podcast CTO Think Tank Insights with Michelle Feinstein Shannon Rosic Salesforce's Michelle Feinstein discusses the findings from the 2024 CTO Think Tank hosted at Wealth Management EDGE. LISTEN NOW CONNECT WITH US EVENTS RESOURCES WMIQResearch WhitePapers Webinars WealthStack Podcast COMMUNITY Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as [email protected] To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts. Questions or problems? Contact Customer Service WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 © 2024, Informa USA, Inc., All Rights Reserved. Manage Subscriptions | Archive | Advertise | Privacy Policy - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 💾 Download HTML & Images This email was sent July 26, 2024 3:04pm Country: United States Tags Investing Finance Financial Advisers Consulting & Professional Services Publishing B2C B2B
