@wealth__stack

A new era of advice: where wealth management & wealthtech converge.

informaconnect.com/wealthstack/
Joined February 2019
  • Tweets1.1K
  • Following155
  • Followers2.3K
394Media
What's In My Wealthstack 📱 Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that accommodates new firms, but also supports growth. Read more >> spr.ly/6013C0MxU

What's in My Wealthstack: Modern Wealth

Mike Capelle of Modern Wealth discusses how the firm is building a technology stack that remains flexible.

wealthmanagement.com
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WealthStack Roundup Two new tax prep tools launched from TaxStatus, PPB enhances platform and announces Delio partnership, and Alpaca is a unicorn. Read more >> spr.ly/6016CFyNe
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Un-rapping Wealth Management EDGE 2024… Get hyped for the only wealth management conference powering investment, productivity and growth, taking place in just 6 weeks time! Register by April 12 to save up to $200 on your booking! >> spr.ly/6013ZZBvN
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The ConnectMe app is now open for Wealth Management EDGE attendees! Log in now to: •Schedule ELEVATE meeting’s •Browse the attendee list •View the latest agenda And much more! Experience networking like never before… Find out more here >> spr.ly/6014kmuqy
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WealthStack retweeted
SS&C Advent@SSCAdvent27 Oct 2023
Hear from John Milne, VP of Product Management for #SSNCBlackDiamond, and other industry professionals as they discuss the findings from the 2023 @wealth__stack Study. wealthmanagement.com/webinar… #fintech #wealthmanagement
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What a great few days bringing the industry together in Florida! From the team at Wealth Management EDGE, we wanted to say a huge thank you to everyone who joined us this week. Stay tuned for lots of post-event content coming soon!
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Join us in the Lobby Bar for the opening night reception, sponsored by Axos!
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We’re kicking off on the Wealth Management EDGE main stage! Mark Bruno, Managing Director of Wealth Management at Informa Connect, takes to stage for his opening remarks! #WMEDGE
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Welcome to Wealth Management EDGE 2023! We're so excited to be back in Florida, bringing the industry together for @InsideETFs, @wealth__stack and @RIA__Edge. Registration is now open, so please collect your badge ready for the workshops starting at 12:00pm! #WMEDGE
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We’re sponsoring @wealth__stack, part of Wealth Management EDGE where Andrew Brzezinski, Head of Data Strategy, will speak to “Using Data & AI to Bring the Future into Focus,” on May 22 @ 2:15 p.m. ET. While you’re there, visit booth 510 for more insights!
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Looking forward to discussing the important topic of Advice Engagement with @DerekNHNotman, @asset_map and Peyman Pardis on May 23rd at @wealth__stack. Everyone benefits when #financialadvisors Lead with Advice! #wealthmanagement #financialplanning
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WealthStack retweeted
Fabric@FabricRisk26 Apr 2023
Rick Bookstaber will be speaking at @wealth__stack 2023 on May 23. The topic: Risk Mitigation — Navigating Risk using FinTech Innovations. #WMEDGE #BullMarketForAdvice
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We’re thrilled to share that Jasmine Jirele, President and CEO at Allianz Life Insurance Company of North America, will be speaking at Wealth Management EDGE! Jasmine will be sharing her insights in a welcome EDGE visionary fireside chat >> spr.ly/60183hIC0 #WMEDGE
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Happy International Women's Day! Watch back on some of Wealth Management EDGE's most inspiring and insightful discussions with leading women in wealth! >> spr.ly/60153x9Yh See what fantastic women we have speaking at the event this year so far: spr.ly/60173x9lB
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Ahead of Wealth Management EDGE on May 21-24, 2023, we'd love to hear your opinion on what content will be most valuable to you! Vote in our poll below to share your thoughts! Which types of investment products are you most interested in learning about at Wealth Management EDGE?
67%Alternatives
0%Fixed Income
33%Direct Indexing
0%ESG
6 votes • Final results
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Last week, we asked you the question: what percentage of people registered for Wealth Management EDGE so far are C-level or above? It’s time to reveal the answer… 45%! Surround yourself with decision makers this May at Wealth Management EDGE >> spr.ly/60193SX0V
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Wealth Management EDGE creates an invaluable opportunity to meet with your peers. Connect with 2000+ senior wealth management thought leaders and decision makers! Here’s a snapshot of the advisory firms already attending…Don’t be the one missing out! >> spr.ly/60173mSOt
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Guess the correct answer to the question below and get 10% off your ticket price when booking your place at Wealth Management EDGE 2023! What percentage of people registered for Wealth Management EDGE 2023 so far are C-level or above? lnkd.in/dGYp4Tgn #bullmarketforadvice
100%15%
0%30%
0%45%
1 votes • Final results
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🎙 It's new episode Friday! Santiago Burridge of @Lumiant_io was kind enough to coordinate time zones so we could discuss what's driving innovation around #adviceengagement. Learn why deep client connections are key to accelerating your organic growth. 🚀 bit.ly/3XmGUVm
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In this @Wealth__Stack Roundup, @robaburg shares the latest in #wealthtech news: @IMTC_Tech lands three investment firms, @Pontera partners with @GrowWithBFEC and more. wealthmanagement.com/technol…

Wealthstack Roundup: Opto Investments Teams With Merchant on Alts

Opto lands partnership with Merchant Investment Management for private markets access, while Pontera and IMTC announce new relationships.

wealthmanagement.com
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