Vasyl Soloshchuk

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WealthTech Weekly 04/07/2020

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Chalice Network is waiving membership fees to allow small business owners access to its health insurance options.

How WealthTech Companies Survived Past Recessions

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The solution to surviving financial crises isn't always to shut down and cut costs.

WealthTech Weekly 03/31/2020

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Entreda is offering its advisors complimentary use of its suite for the next month.

WealthTech Insights With Practifi Co-Founder Adrian Johnstone

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Johnstone has grown Practifi on the idea of simplifying instead of complicating.

WealthTech Weekly 03/24/2020

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DriveWealth, which has expanded into the Middle East and north Africa, announced a partnership wit Wealthface.

WealthTech Weekly 03/17/2020

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BNY Mellon's Pershing has announced that it will support flat-fee financial planning on its platform.

WealthTech Insights With F2 Strategy CEO Doug Fritz

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An interview with Doug Fritz, founder and CEO of F2 Strategy.

Integrations, AI Are Needed For Fintech To Really Save Advisors Time

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Integrations and saving advisors’ time were the two most popular topics at this year’s Technology Tools for Today conference.

WealthTech Weekly: NFP, Schwab, Morgan Stanley, GCW, RBC, National Advisors Trust, Key Private Bank

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NFP Ventures will deploy Wealth Technologies' suite of financial planning tools across NFP’s distribution network.

WealthTech Weekly: Orion, LPL, Frontier Wealth Management, Salesforce, RightCapital And More

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RightCapital's RightPay allows advisors to collect planning fees via credit card payments.

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