Happy Tuesday, Fellow Fintechers!

Today we have an action-packed lineup of wealthtech and fintech news for you. We start off with our Wealthtech Week in Review feature, featuring news this past week from RightCapital, WealthBox, HiddenLevers and others.

We also take an in-depth look at technology firm Covisum, which “builds software that allows RIAs to see the impact of different decisions within a client’s financial plan,” according to the post’s author, wealthtech specialist Vasyl Solushchuk. 

Additional coverage includes an interview with BidMoni’s Co-CEO Stephen Daigle on the firm’s fiduciary technology serving 401(k) advisors, a look at a new NYC-based fintech rewriting the rules on employee stock purchase plans (ESPPs), and an interesting post delving into a young fintech firm providing a unique technology-driven risk tolerance tool for advisors. We also have a compelling piece by cryptocurrency investor Bill Taylor on Facebook’s Libra, which has recently come under fire from global privacy regulators.  Read up!

Cindy Taylor, Publisher

Latest Fintech News Stories:


Wealthtech Week In Review: LPL Financial, Ladenburg Thalmann, HiddenLevers

Zeroing In On Fiduciary Risk Factors For 401(k) Advisors

NYC Fintech Start-Up Rewriting The Rules On ESPP

Accelerating Innovation In Risk Measurement Tools

Covisum: Comprehensive Retirement Income Planning Portal

Facebook’s Cryptocurrency Libra Becoming A Global Villain

Sponsor Insights: 5 Steps to Address the Compliance Gap for Secure Text Messaging