Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos
Wealth Management
JUNE 20, 2025
Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 3 Min Read The Fynancial team with the "Best in Show" trophy.
Wealth Management
JUNE 20, 2025
Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 3 Min Read The Fynancial team with the "Best in Show" trophy.
Wealth Management
JUNE 27, 2025
Q&A: What Was Behind Schechter’s Decision to Sell to Arax?
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Wealth Management
JUNE 20, 2025
Despite the steamy humidity outside our beautiful new venue at The Boca Raton resort, it was rapid-fire, fast-paced action inside. For all of us on the editorial staff, it was a busy event.
Wealth Management
JUNE 11, 2025
Still, some of the most popular parts of the conference continued this year as well: Tech Tours and demos, RIA Edge 100 wine tasting, next-gen meet up, mentor speed dating and ice cream in the expo hall. The first-ever kayak outing, game show, speed painter, headshot booth, InvestTours and more.
Abnormal Returns
JULY 26, 2024
Strategy Our brains weren't built for investing. tomtunguz.com) Why do AI demos keep going wrong? ourworldindata.org) A growing number of Americans say they do not plan to have children. safalniveshak.com) The small cap bounce back will make stock picking fun again. riabiz.com) The Russell 2000 is a flawed index. apnews.com)
Nerd's Eye View
SEPTEMBER 5, 2022
FutureProof and XYPN LIVE announce the finalists for their FinTechX Demo and AdvisorTech Expos to highlight new advisor technology innovation. Orion (re-)partners with Apex Clearing with an integrated financial-planning-and-digital-account-opening experience for younger clients with smaller accounts.
XY Planning Network
AUGUST 27, 2024
For most advisors, the value of financial planning is ascribed to the products they sell. However, when the result of financial planning isn’t advice but a product, it’s easy to see why investing in an advisor's value takes second place. The AdviceTech Competition is your opportunity to turn the focus back to advice.
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