Samuel Steinberger
WealthManagement.com
New York, NY, United States
Contact Samuel
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
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