WealthTech Weekly: May 5, 2023

WealthTech Weekly: May 5, 2023

Welcome to the Wealthtech news highlights of this week. See how leaders in financial services are doing this week.

What’s going on:

  • Range nets $12m for the growth of its AI Wealthtech offering
  • Dynasty Financial Partners starts an investment bank
  • GBST purchases WealthConnect
  • Kidbrook...

Welcome to the Wealthtech news highlights of this week. See how leaders in financial services are doing this week.

...
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WealthTech Weekly: April 28, 2023

WealthTech Weekly: April 28, 2023

Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry. See how leaders in financial services are doing this week.

What’s going on:

  • Morningstar adds model portfolios to its array
  • Allworth Financial acquires McDaniel Knutson Financial
  • First Rate ...

Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry. See how leader...
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WealthTech Weekly: April 21, 2023

WealthTech Weekly: April 21, 2023

Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.

What’s going on:

  • Tradier and Altruist top up their funding
  • BridgeFT agrees to power Allindex with data aggregation
  • Banking Ecospend becomes a member of PIMFA Wealth
  • WealthKernel get...

Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.

What’s going ...
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