Help me help you!

In order to best understand the trends driving the wealthtech industry, we need to hear from advisors who are using this technology every day, and the decision makers selecting the tools for their firms.

Our annual advisor technology survey takes 10 to 15 minutes to fill out and will give us invaluable insight into the state of wealthtech. The results will be published in the May issue of Financial Planning magazine along with a feature article exploring some of the trends. But more importantly, it gives us the data we need to provide the best coverage we can.

Click here to take the survey.

If you have any questions or concerns, don’t hesitate to reach out.

eMoney CEO Ed O’Brien steps down to return to Fidelity Institutional

By Ryan W. Neal       3 min read

Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO. Read story →

Tyrone Ross leaves advisor crypto platform Onramp in sudden exit

By Ryan W. Neal, Tobias Salinger       4 min read

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets. Read story →

Human advice will always win: Reflections on the Wealthfront-UBS deal

By Aaron Klein       3 min read

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.  Read story →

An Estate Planning Blueprint for Financial Advisors

Ex-Ameriprise rep who sold Kryp+o K!ng units cost clients $600K: SEC

By Tobias Salinger       5 min read

The advisor failed to disclose the low-interest loans he received from a fraudulent crypto securities issuer in exchange for selling the products, investigators say.  Read story →