Ep. 281: March WealthTech News

In this March News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: Morningstar Office is Shutting Down CircleBlack to Acquire AssetBook Betterment acquires robo-advisor business from Ellevest Docupace acquires […]

Om Podcasten

Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.