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Altruist’s latest fundraising deepens ties to Vanguard
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The investment manager is part of a $50 million fundraising round in the wealthtech startup
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1. Altruist’s latest fundraising deepens ties to Vanguard
By Ryan W. Neal
2 min read
The investment manager is part of a $50 million fundraising round in the wealthtech startup
Read More →
2. Crypto regulation is getting clearer. Advisors are still behind: Onramp CEO
By Jessica Mathews
2 min read
As more wealth management companies roll out cryptocurrency resources for advisors, here’s what’s still holding some planners back.
Read More →
3. 4 ways to make your practice-management program digital-first
By David Israel
3 min read
Firms that master this delivery model can continue to use it long after the pandemic is over, writes David Israel.
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4. What's amazing in fintech now: Maria Gotsch, President and CEO, Partnership Fund for New York City
What are the most exciting trends in financial technology today, and which startups are poised to win?
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Best Fintechs to Work For
Tattoos, Pride parades, 'Beer Thirty': Welcome to Kasasa
By Aaron Passman
3 min read
The Texas fintech embraces a progressive culture and has taken steps during the pandemic to maintain a spirited vibe even as employees work remotely.
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