1. Altruist’s latest fundraising deepens ties to Vanguard

By Ryan W. Neal 2 min read

The investment manager is part of a $50 million fundraising round in the wealthtech startup Read More →

2. Crypto regulation is getting clearer. Advisors are still behind: Onramp CEO

By Jessica Mathews 2 min read

As more wealth management companies roll out cryptocurrency resources for advisors, here’s what’s still holding some planners back. Read More →

3. 4 ways to make your practice-management program digital-first

By David Israel 3 min read

Firms that master this delivery model can continue to use it long after the pandemic is over, writes David Israel. Read More →

SPONSOR CONTENT

Build your tech stack your way with Integration Xchange

Easily integrate with 200+ Fintechs with Integration Xchange. With flexibility at the core, our technology can be customized to meet your needs.

Learn More

4. What's amazing in fintech now: Maria Gotsch, President and CEO, Partnership Fund for New York City

What are the most exciting trends in financial technology today, and which startups are poised to win? Read More →

Best Fintechs to Work For

Tattoos, Pride parades, 'Beer Thirty': Welcome to Kasasa

By Aaron Passman 3 min read

The Texas fintech embraces a progressive culture and has taken steps during the pandemic to maintain a spirited vibe even as employees work remotely. Read More →

Unsubscribe | About | Contact | Privacy

Arizent

One State Street Plaza 27th Floor, New York, NY 10004