Weekly briefings
Every weekly briefing on WealthTech & Investment Tech, drawn from what the newsletters in this curated directory actually published.
4 weeks · see the posts themselves
Last week's WealthTech & Investment Tech coverage touched on client advisory practices, AI product launches, industry research, and M&A activity in the portfolio management space.…
Last week's WealthTech & Investment Tech coverage included several posts from American Banker Fintech touching on advisory practice topics. One post examined how artificial intelligence is affecting hiring plans among registered investm…
The dominant story across WealthTech & Investment Tech newsletters last week was Vanguard's acquisition of Altruist for $4B. The Fintech Blueprint provided analysis of the deal, while American Banker Fintech spoke directly with Altruist…
Last week's WealthTech & Investment Tech coverage touched on corporate dealmaking, funding rounds, and shifts in advisory tools. Net Interest published a piece titled "Untangling Guggenheim," covering the subject without elabo…