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The latest in financial adviser fintech — February 2019

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This month's edition kicks off with the big announcement that Visa is acquiring Plaid for a whopping $5.3B

Welcome to the February 2020 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!

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Recent Articles by Author

Future of advisor platforms is services 

Future of advisor platforms is services 

While platforms aren't able to differentiate themselves by their technology, they can profit by providing support services that firms need.

The latest in financial #AdvisorTech — January 2023

The latest in financial #AdvisorTech — January 2023

This month’s highlights include Envestnet’s entering the RIA custodial business and Docupace’s launch of an RIA Productivity Toolkit.

The latest in financial #AdviserTech — December 2022

The latest in financial #AdviserTech — December 2022

This month’s highlights include Savvy Wealth’s $11 million funding round to enter the realm of tech-enabled RIAs, along with DPL Partners’ new adviser-matching solution and InvestCloud’s Advisor Connect solution.

The latest in financial #AdviserTech — November 2022

The latest in financial #AdviserTech — November 2022

This month's highlights include the launch of a new RIA custodian, Entrustody, along with Orion's announcement of Redtail Campaigns and Riskalyze's plan to rebrand itself.

The latest in financial #AdviserTech — October 2022

The latest in financial #AdviserTech — October 2022

DPL Financial Partners’ $20 million in additional capital, Ethic Investing’s $50 million Series C round, and the demise of UBS’ deal for Wealthfront are among the highlights of this month's roundup.

Latest news

Investors are impatient, they want big earnings

Investors are impatient, they want big earnings

Vanguard names former BlackRock exec as new CEO

New York RIA, founder to pay almost $1M to settle SEC conflict of interest charges

Americans added $184B to debt mountain in Q1, serious delinquencies increased

US investment firm falls victim to crypto fraudsters

IEA sees global oil demand softening

Pimco helps Allianz to higher profit in Q1

Osaic chair is ‘raising the stats’ for women advisors

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