WealthStack Roundup: Morningstar Introduces Mo AI
Morningstar introduces Mo, its own AI, Schwab hits the 200 integration milestone and Riskalyze co-founder lands in estate planning tech.
Source: wealthmanagement.com
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EncorEstate Plans Hires Riskalyze Co-Founder Matt Pistone as Chief Technology Officer
SEATTLE, Wash. (PRWEB) April 26, 2023 -- EncorEstate Plans, a fintech company that provides estate planning software designed exclusively for financial
Source: prweb.com
Riskalyze co-founder lands leadership role at estate planning fintech startup
At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.
Source: financial-planning.com
Survey: Cybersecurity Adoption Still 'Woefully Low'
Advisor firms who did invest in cybersecurity reported higher levels of satisfaction.
Source: wealthmanagement.com
The latest in financial #AdviserTech — February 2022
The February edition kicks off with the big news that robo-adviser Wealthfront has been sold for $1.4 billion to UBS.
Source: investmentnews.com