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Veteran fintech blogger Bill Winterberg joins AdvicePay in new VP role

Plus, Accenture’s latest compliance risk report, and a new partnership between a fintech startup and an RIA accelerator.

United statesAlan mooreMichael kitcesXy planning networkAdvicepay financial advisor community blogBill winterbergPay financial advisor communityPole positionWealthtech weeklyRegulation and complianceWealth managementIndustry news

AdvicePay Hires Industry Veteran, Bill Winterberg, as Vice President of Financial Planning Growth

Bozeman, MT (PRWEB) May 25, 2022 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced today that

United statesAlan mooreMichael kitcesBill winterbergVice presidentFinancial planningPress release

Schwab and Salesforce proclaim fresh API solidarity for RIAs two days after Orion and Redtail merge with implicit promise of RIA CRM nirvana

The two uneasy downtown San Francisco neighbors promise better cooperation soon for RIAs as Eric Clarke and Brian McLaughlin find common cause, and TDA RIAs get set to become Schwab RIAs in 2022

San francisco bayUnited statesSan franciscoGreg friedmanDoug fritzEric clarkeKartik srinivasanFranklin tsungAdrian johnstoneJosepha giannoneBrian mclaughlinCharles schwab coFinancial services cloudTd ameritradeSchwab digital advisor solutions in denverSalesforce financial services cloud

Investing platforms cash in on crypto craze

Fintechs are launching new products for advisers to help clients navigate the complex, and often confusing world, of crypto.

Adam dellMichael weiszInvestmentnews researchMakara incEarly stage token fundGoldman sachsDomain moneyPantera capitalNew york basedBill winterbergEarly stage

Betterment acquires Makara in push into crypto market

Once launched, Betterment's crypto tool will be available to retail clients and via Betterment For Advisors, its business-to-business platform.

New yorkUnited statesJesse proudmanMike reustDanielle shechtmanInvestmentnews researchMakara incGemini trust coBetterment for advisorsGemini trustBill winterbergNew york city based

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