Wealthmanagement
Wealthmanagement

The Estate Tech Revolution Is Heating Up

Wealthstack
 
View Online
WealthStack

MAY 31, 2024

Top Stories

The Estate Tech Revolution Is Picking Up Speed

David H. Lenok

Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.

FULL ARTICLE

SEC Adopts Updated Cybersecurity Rules

Rob Burgess

On the same day the 24-year-old updates to Regulation S-P were announced, Interactive Brokers reported a customer data breach.

FULL ARTICLE

What's In My Wealthstack

WealthChoice: Using Tech To Serve Women Breadwinners

Rob Burgess

Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges.

FULL ARTICLE

WealthStack Roundup

MassMutual Advisors To Have Access To CAIS Alts Platform

Rob Burgess

Also, PureFacts Financial Solutions selects BridgeFT’s WealthTech API and MyRepChat founder Derrick Girard joins AdvisorNet Financial as chief growth officer.

FULL ARTICLE
CONNECT WITH US

EVENTS
Image

RESOURCES

COMMUNITY
LinkedIn Twitter Facebook
 YouTube Google News RSS

 

 

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
 
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Prev Newsletter Next Newsletter