Remove Financial Advisor Remove Startup Remove Wealth Management
article thumbnail

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. Your brand always visible.

article thumbnail

Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.

article thumbnail

Investing Platform Seeds Raises $10M in Series A Funding

Wealth Management

Fintech startup Seeds secures funding to develop technology that helps financial advisors create personalized investing experiences and streamline operations.

Investing 179
article thumbnail

Adviser links: compassionate objectivity

Abnormal Returns

thinkadvisor.com) How AI startup FINNY came to be. riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. citywire.com) What would an agentic AI solution look like for a financial advisor? AI Advisers are warming to AI. advisorperspectives.com) Ranking the adviser AI note taking apps.

article thumbnail

Should I Accept a Tender Offer For My Stock Options?

Darrow Wealth Management

As a startup or private company employee, you may have the option to participate in a tender offer from your employer. For private company employees, a tender offer can provide a significant liquidity event for funding other financial goals and needed diversification. appeared first on Darrow Wealth Management.

Taxes 59
article thumbnail

Transcript: Jonathan Clements

The Big Picture

And it was really the ETF revolution that took indexing and turned it into a national phenomenon that now it surpasses the amount of money inactively managed funds. I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. You just needed a brokerage account.

Investing 144