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Get the latest news and insights affecting financial technology (fintech) and wealth technology (wealthtech).

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Artificial Intelligence

9 Questions Financial Advisors Should Ask When Using AI

By John Manganaro
Investment Platforms

Betterment Acquires Ellevest's Automated Investing Business

Mergers and Acquisitions

Robinhood Closes TradePMR Acquisition

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Webcasts

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2025 Advisor Wealthtech Survey Results: Key Takeaways

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How to Scale Financial Planning Without Compromising Efficiency

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Are you prepared? What Early Policy Changes Mean for Compliance in 2025

 COMPLY (Sponsored) Watch Now

Podcasts

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Prudential Advisors Wants Advisors to Focus on Clients’ Diversity

 Prudential Platinum (Sponsored) Listen Now

How Financial Professionals Can Help Clients Overcome Financial Worry

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Discovering Your Greatest Tool

 Cambridge Investment Research, Inc. (Sponsored) Listen Now

Artificial Intelligence

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Vanilla Appoints Marketing Head and Chief of Staff
Vanilla Appoints Marketing Head and Chief of Staff
New Advisor Survey Finds Rapid Attitude Shift on AI
New Advisor Survey Finds Rapid Attitude Shift on AI
CFP Board Publishes AI Ethics Guide for Advisors
CFP Board Publishes AI Ethics Guide for Advisors
Arta Expands Services to Help Advisors Manage Their Own Wealth
Arta Expands Services to Help Advisors Manage Their Own Wealth

Investment Platforms

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Betterment Launches Solo 401(k) Solution for Indie Advisors and Business Owners
Betterment Launches Solo 401(k) Solution for Indie Advisors and Business Owners
Bitcoin ETFs Hit by Record $1B Outflow in One Day
Bitcoin ETFs Hit by Record $1B Outflow in One Day
Arta Expands Services to Help Advisors Manage Their Own Wealth
Arta Expands Services to Help Advisors Manage Their Own Wealth
Morningstar to Shut Down Its Office Platform for Advisors
Morningstar to Shut Down Its Office Platform for Advisors

Marketing Technology

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New Advisor Survey Finds Rapid Attitude Shift on AI
New Advisor Survey Finds Rapid Attitude Shift on AI
Snappy Kraken Launches Enterprise Marketing Hub, Updates Campaigns App
Snappy Kraken Launches Enterprise Marketing Hub, Updates Campaigns App
Wealthcare Adopts RISR Platform to Serve Small-Business Owner Clients
Wealthcare Adopts RISR Platform to Serve Small-Business Owner Clients
Docupace Promotes Elizabeth Pavlik to New Chief Product Officer Role
Docupace Promotes Elizabeth Pavlik to New Chief Product Officer Role

RegTech

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Citi Erroneously Credited $81 Trillion to Client Account: Report
Citi Erroneously Credited $81 Trillion to Client Account: Report
Social Security Contractors Cut Off as DOGE Targets Agency
Social Security Contractors Cut Off as DOGE Targets Agency
SEC Launches New Cyber Unit to Combat Fraud
SEC Launches New Cyber Unit to Combat Fraud
Wealth.com Adds Private Wealth Head
Wealth.com Adds Private Wealth Head