WealthTech & Investment Tech

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 investment advisors, citing research from Cerulli that found the technology fuels some hiring plans while dampening others. Another post addressed opportunity zone revisions and how they give advisors a new tool for clients with significant gains. American Banker Fintech also covered the role of certified coaching skills in complementing and boosting financial planning practices.

American Banker Fintech additionally reported on workforce and career developments in the advisory field, including a new scholarship aimed at women switching careers into advising. A separate post in an advice-column format addressed a workplace conduct scenario, posing the question of what an advisor should do if a client hits on them.

Fintech Futures covered merger and acquisition activity in the wealth and financial wellbeing space. One post reported that Stream acquired the workplace financial wellbeing platform Salary Finance. A second post covered Jyske Bank's acquisition of Formuepleje, describing it as an enhancement to the bank's wealth management offering.

Taken together, the week's coverage spanned advisor-facing workforce and technology issues from American Banker Fintech and acquisition activity in wealth management and financial wellbeing platforms from Fintech Futures.