Samuel Steinberger,

Samuel Steinberger

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Past articles by Samuel:

Advyzon Debuts Its Own Rebalancing Tool

After years of development, Advyzon is making its highly customizable rebalancing tool available to advisors. → Read More

This Week's Funding In Tech: CAIS, Ellevest and Eaglebrook Advisors

Wealthtech firms announced more than $150 million in investments across alts, female-focused investing and crypto. → Read More

Startup Catchlight Aims to Make Prospecting More Efficient

Catchlight, a Fidelity Labs–incubated startup, wants to help advisors convert more leads into paying clients. → Read More

CircleBlack Names Third CEO In As Many Years

Former Envestnet executive Lincoln Ross is now leading CircleBlack, following the departure of Alex Sauickie to "pursue other interests." → Read More

What Biden's Sweeping Crypto Review Means for Advisors

The White House is laying a foundation for regulation of cryptocurrencies, examining the impact of digital assets on everything from national security to the environment. → Read More

Morningstar Advisor Workstation Gets Structured Notes Analytics

Morningstar and Luma Financial Technologies are partnering to provide structured notes data and analytics. → Read More

AdvisorEngine Retires Junxure Brand

AdvisorEngine is retiring the Junxure brand as it renames its overhauled CRM. → Read More

Redtail Makes Text Messaging Available for Non-CRM Users

CRM developer Redtail Technology is expanding the availability of its text messaging service, called Speak, making it available for all financial advisors. → Read More

Structured Notes Access Added At Fidelity, Envestnet

Envestnet and Fidelity are integrating with Simon Markets to bolster structured notes capabilities for advisors. → Read More

eMoney Changes Its Vision Of Financial Planning

With its new features, eMoney is trying to help advisors focus less on software management and more on advising. → Read More

Interactive Brokers Adds Management Of Four Cryptos For Advisors

Bitcoin, Ethereum, Litecoin and Bitcoin Cash will all be available for trading and custody at Interactive Brokers. → Read More

Facing Tech Delays, Pershing Hires Former LearnVest Exec

Facing months-long tech delays, Pershing launches a new business unit and asks a former LearnVest and Northwestern Mutual exec to run it. → Read More

Advyzon Adds Integration For Managing Held Away Assets

Advyzon has been on a development spree of late. It's now added an integration with FeeX for managing held away assets. → Read More

Riskalyze Partners With Onramp, Brings Risk Evaluation To Crypto

Crypto is risky, but the integration will unlock greater transparency into its diversification and correlation characteristics, says Riskalyze CEO Aaron Klein. → Read More

Survey: Millennials Increasingly Turn to Financial Advisors

Millennials are increasingly worried about not hitting their financial goals—and are turning to advisors for help. → Read More

Tricia Rothschild Departs Apex Ahead Of Firm's Public Listing

The longtime Morningstar exec has now departed Apex Fintech Solutions after less than a year with the firm. → Read More

Pershing Is Building A New Multi-Custodial Managed Account Tool

The "multi-custodial managed accounts" tool is available for advisors custodying at Pershing—as well as those using other custodians. → Read More

Betterment Introduces Task Surfacing Tool For Advisors

Following the launch of custom portfolios, Betterment for Advisors is introducing an intelligent to-do list specifically for advisors. → Read More

Fidelity Is Letting Teens Trade; Good Idea? Bad Idea? Advisors Weigh In

Most advisors are enthusiastic, with caveats, about Fidelity's move to give teens access to trading accounts. → Read More

Riskalyze Launches 'The Risk Wars,' But Backtracks On Naming Names

Riskalyze softens the edges of a marketing campaign targeting competitors, but as fintech firms' vie for more space in front of advisors, analysts say there may be more bumpy roads ahead. → Read More