Advisor Tech Talk

Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.

The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.

Wealthtech is flexing its muscle and expansion has been the name of the game. NBA hall of famer Isiah Thomas is looking to capture more of the retirement market pie, while one wealth advisor firm is helping to prepare children for their financial future. Let’s dive in.

Wealthtech keeps upping the ante as managers continue to expand their footprints and integrate new technology to compete and so advisors can better serve their clients.

There are no summer doldrums for the wealthtech space, as market participants continue to expand through acquisition, hire new talent, upgrade tech and more.

The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

The summer doldrums may be upon us but not the wealthtech space, where activity is bustling. Advisor tech firms are busy building, strengthening their offerings and adapting to a changing financial advisor landscape.

The wealthtech space has been abuzz with M&A activity and new hires over the past week.

The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.

AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.