Hello,

I’m excited to introduce WealthTech Weekly, Financial Planning's newsletter expressly devoted to technology. This weekly roundup will incorporate our exceptional reporting and analysis of tech trends and news throughout the wealth management industry

In our weekly newsletter, you'll find:

- Spotlight on wealthtech trends, emerging technologies, and what this means for you
- M&A, people moves, and industry dynamics in the wealthtech sector
- How to use the latest wealthtech to grow your practice
- Incisive commentary on how wealthtech developments will affect advisors, firms, and clients

WealthTech Weekly will now arrive in your inbox on Thursdays at 3PM EST. Use your Financial Planning credentials to access our newsletter preference center, where you can sign up for additional mailings like breaking news alerts, real-time analysis and fresh ideas delivered every day.

If you have questions, please contact our customer success team at 212-803-8500.

Sincerely,

Chana Schoenberger
Editor-in-Chief
Financial Planning

1. How the coronavirus has forever changed how advisors work with technology

From digital-tool adoption to changing client conversations, industry insiders discuss the pandemic’s impact on wealth management. Read More →

2. How financial advisors can harness the power of alternative data analytics

By Bill Parsons 4 min read

In the future, advisors will be able to support their clients by offering more personalized guidance as well as insights on what "people like you" are doing, writes Bill Parsons. Read More →

3. Robinhood CEO rebukes critics in call for ubiquitous investing

2 min read

“Investing should be as ubiquitous as shopping online,” says Vlad Tenev. Read More →

4. BofA is ready to compete with Walmart fintech, other startups

2 min read

“I respect every competitor, I don’t fear any competitor,” CEO Brian Moynihan said. Read More →

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