wealthtech

Advisor Upside

Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration

Photo by Getty Images via Unsplash

Before advisors start building out their tech stacks, they first need to ask themselves what they want to solve.

2 min read

Photo via Addepar

Advisor Upside

Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’

New technologies can help advisors serve more clients, and one day help address wealth inequality … hopefully.

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by iLexx and Feedough via iStock

Advisor Upside

Advisors Love Automated Assistants. But What’s the Future of AI?

Expert opinions on artificial intelligence vary, but one thing is certain: Change is inevitable.

6 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Wealthtech Booms as Ethic Lands $64M in Funding

The round was led by State Street Global Advisors and will go toward building out Ethic’s accounts and model portfolios.

1 min read

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