Our Senior Policy Advisor Mike Carter will speak at Financial Times Live / PWM Innovation in Wealth Management Summit in London on transformation by tokenisation🎙️
🔗 hubs.ly/Q02vGZ-l0
Innovate Finance members can register with code IFDP for 30% off
#IWM2024 #WealthTech
Google Cloud has begun a strategic partnership with leading B2B WealthTech platform, Allfunds. This collaboration aims to leverage the power of cloud computing to enhance Allfunds’ capabilities for the fund industry. #GoogleCloud #CloudComputing bit.ly/3JKxxdX
Blog from CroesusFin : Wealth management trends and directions
Read online: thewealthmosaic.com/vendors/croesu…
#wealthmanagement #financiallandscape #WealthTech #TWMMembers
#Artificialintelligence is transforming #Finance & will be e driving factor of #innovation in #finserv
by WhiteSight
RT: Nafis Alam
#Bigdata #ML #DL #Banking #Fintech #algorithm #Automation #Wealthtech #regtech #Insurtech
Alex Jiménez Theodora (Theo) Lau - 劉䂀曼 🌻
We are proud to announce our Wealth Professional Excellence Award nominations for 2024, including Brokerage of the Year, CEO of the Year, Most Innovative Use of WealthTech and Employer of Choice! #Accelerate
“When we say we’re a wealthtech company, the wealth part is changing the business model, and the tech part is changing the service model.” – Gregory Van, Cofounder and CEO of Endowus at the Forbes Asia #100toWatch Forum.
Spend less time on the minutiae and more on growth strategies. No complications, delays, or inconvenience—just integrated tools for smoother workflows.
Download our 2024 compliance calendar: hubs.li/Q02lpRWV0
#ComplianceTech #WealthTech
ICYMI: our own Aaron Wormus joined Craig Iskowitz on the WealthTech Today #podcast to talk about the inner workings of the SMArtX technology infrastructure and our differentiated approach to open architecture.
Check it out here: smartxadvisory.com/wormus-on-weal…
#SMARTX #BetterSolution
Retire 6-9 years sooner with better performing Mutual Fund and ETF selections using Rita℠.
sayrita.com
#investment #mutualfunds #etf #scoring #ranking #performance #ira #401k #fintech #wealthtech #retirementgoals #retirementplanning #retirementfund #rita
We're looking forward to attending the #UKFintechAwards later! We’re delighted to be finalists in a number of categories:
Wealthtech of the Year
Fintech Partner of the Year
Best Employer of the Year
Best ESG Campaign
Innovator of the Year - Bobby Console-Verma
#wealthtech
Are Mutual Fund Investors “Suckers?”
sayrita.com/news/b/stocks-…
#wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita
If I Have Rita℠, Do I Need an Investment Advisor?
sayrita.com/news/b/why-adv…
#wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita
บล.พาย จับมือ Velexa บริษัทชั้นนำด้านนวัตกรรมในอุตสาหกรรม WealthTech สร้างพันธมิตรเชิงกลยุทธ์ พร้อมปฏิวัติวงการหุ้นต่างประเทศ
อ่านเพิ่มเติม: stockfocusnews.com/archives/203368
#StockFocus #Velexa #บริษัทหลักทรัพย์พาย #หุ้นต่างประเทศ
We are just in month 2 of building Angel One Wealth, but this is personally big - We have completed a key milestone of forming our Advisory Council.
Excited to have some amazing business and Tech leaders guiding us on this journey to build a high quality Wealthtech platform.
Protect Yourself Against Risks in the Financial Services Marketplace
sayrita.com/news/b/violati…
#wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #violationtracker #investmentadvisor #broker #rita
Should I Always Pick the Highest Ranked Choice?
sayrita.com/news/b/pick-hi…
#wealthtech #financialindependence #fintech #mutualfunds #401k #retirementplanning #ira #individualretirementaccount #etfs #rita
The Founders Arena The Founders Arena announced their second cohort this week. Can't wait to learn more about these innovative WealthTech companies and what they're bringing to the industry! #AmericanDreamCity #WeCanWeDo
Read more: arlingtontx.gov/cms/One.aspx?p…