Wealthtech

Perspesctive on the tools and software that advisors use to power their businesses.

FA Upside

Ether ETFs Struggle to Impress in Opening Act

Photo by Kanchanara via Unsplash

The funds that track the second-largest cryptocurrency were off to the races in late July, but have been stuck in the ether ever since.

2 min read
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BlackRock Tops Grayscale for Digital Asset Dominance

Photo by David Tran via iStock

The shift highlights the growing footprint of traditional firms in the digital asset industry, and signals renewed confidence in crypto.

2 min read
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State Street to Tokenize Real-World Assets for Institutional Investors

Photo by Pierre Borthiry via Unsplash

Legacy firms are recognizing the importance of crypto and diving deep into blockchain technology to help institutional investors.

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

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

2 min read
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India’s Growing Wealthy Are Grabbing Advisors’ Attention

Photo by Joegoauk Goa via CC BY-SA 2.0

With India’s wealthy citizens on the rise, wealth management firms are placing their bets on new services to help serve them.

1 min read
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AI Assistants Are Taking Over Wall Street

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New AI assistants from Wall Street firms, like JPMorgan and Morgan Stanley, are projected to create billions of dollars in value.

2 min read
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Goldman’s $1T AI Problem

Photo by Ken Lund via CC BY-SA 2.0

For all the money flooding into AI, it could tackle more pressing issues than teaching robots to flip burgers.

2 min read
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Envestnet Sold to Bain Capital for $4.5B After ‘Tumultuous’ Year

Photo via Connor Lin / The Daily Upside

Envestnet is one of the largest wealth management software companies in the US and serves approximately one in three financial advisors.

2 min read