Wealthtech

Advisor Upside

Wealthtech Booms as Ethic Lands $64M in Funding

Photo via Connor Lin / The Daily Upside

The round was led by State Street Global Advisors and will go toward building out Ethic’s accounts and model portfolios.

1 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

Ritholtz Execs Double Down on Fintech Startups

CEO Josh Brown is investing in AI-powered lead generator FINNY, while director of research Michael Batnick is launching Exhibit A, a data visualization…

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Photo via Trust & Will

Advisor Upside

Digital Estate Planner Trust & Will Lands $25 Million in Funding

Advisors tend to work with lawyers for their estate planning needs, but digital platforms can help expand those services to more clients.

1 min read
Photo by Yan Krukau via Pexels

Advisor Upside

Why Advisors Are Ditching Their CRMs

Market penetration for customer relationship management software has fallen more than 10% in the past two years, according to a new survey.

1 min read

Advisor Upside

More than 8 in 10 Advisors Said They Now Use Generative AI

Photo by Markus Spiske via Unsplash

Firms are building up their tech stacks with AI, according to a survey from Advisor360. They’re also expanding the C-suites.

1 min read

Advisor Upside

The Wealthtech That Quintupled Assets Year-Over-Year, Twice

Photo via Connor Lin / The Daily Upside

New funding and growth have launched the digital investment advisor Farther’s valuation to more than half a billion dollars.

2 min read

Advisor Upside

Can ‘Gen-2’ Robo-Advisors Take On Wall Street?

Photo by Freedom Naruk via iStock

With advancements in artificial intelligence, new tools and deeper personalizations may soon be at investors’ fingertips.

2 min read

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