WealthTech & Investment Tech

Last week's WealthTech & Investment Tech coverage was dominated by American Banker Fintech, which published three separate posts on the sector. One piece addressed Wells Fargo's private wealth division and its head's efforts to have clients draw on the firm's full capabilities. A second post examined phased retirement, covering why clients are increasingly choosing this path and what considerations advisors should keep in mind. A third focused on Charles Schwab's new ETF platform fees and what they mean for both clients and advisors, though the title does not elaborate on the specifics of the fee structure.

The Fintech Blueprint contributed an analytical piece connecting tokenized assets to the possibility of a future firm resembling Charles Schwab, though the title does not provide further detail on the reasoning or evidence behind this framing.

Fintech Futures reported on a personnel change at wealthtech firm Masttro, noting the appointment of Andrew Peddar as the company's new Chief Operating Officer.

Taken together, the week's briefing reflects a mix of personnel news, product and fee changes, and broader industry analysis, with American Banker Fintech providing the bulk of the coverage across traditional wealth management topics, while The Fintech Blueprint and Fintech Futures each addressed a single, distinct story.