Davis Janowski
Writer, Consultant, and Technology Journalist at Freelance
Senior Technology Editor at Wealth Management
Longtime tech journalist, freelancer, former analyst, (all opinions and tweets my own) Paddle guide for Manhattan Kayak, paddle boarder, kayaker, outdoorsman.
Articles
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1 week ago |
wealthmanagement.com | Davis Janowski
Both firms see a need to bridge client data between the widely used financial planning tool with the trust and estate tech platform. Davis Janowski, Senior Technology Editor, WealthManagement.comThe advisor estate planning platform Wealth.com announced this week a strategic integration with the popular financial planning platform eMoney Advisor.
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2 weeks ago |
wealthmanagement.com | Davis Janowski
Vaughn Harvey, a former head of product and transformation for consumer and community bank finance at JP Morgan Chase, will oversee LPL's data and AI initiatives as well as its ongoing digital transformation efforts. Davis Janowski, Senior Technology Editor, WealthManagement.comLPL this week appointed Vaughn Harvey as chief data and artificial intelligence officer. Harvey will oversee data and AI initiatives and the firm’s ongoing digital transformation efforts.
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3 weeks ago |
wealthmanagement.com | Davis Janowski
The tech provider to intermediaries for building custom, personalized portfolios remains one of the last independent firms in its space. Davis Janowski, Senior Technology Editor, WealthManagement.comThe asset management behemoth, State Street Global Advisors, announced this week that it led a $64 million Series D equity investment in the personalized investing technology provider Ethic. This brings the total raised by Ethic to almost $163 million since its founding in 2015.
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1 month ago |
wealthmanagement.com | Davis Janowski
Flourish, a technology platform serving registered investment advisors, best known to date for its cash management features, has entered into a definitive agreement to acquire the AI-powered liability analytics startup Sora Finance. Terms of the deal were not disclosed. The combined firms would have the potential to provide a platform for advisors to address the management of both cash and debt and build out lending services to their clients.
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1 month ago |
wealthmanagement.com | Davis Janowski
The former Advent CEO will run day-to-day operations at PureFacts and new integrations at Flourish and MaxMyInterest. Davis Janowski, Senior Technology Editor, WealthManagement.comPete Hess, the former CEO of Advent Software and former chief revenue officer at InvestCloud, has joined Canadian-based PureFacts, a provider of revenue management to wealth management firms, as president.
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RT @haik_sahakyan: The future of wealth management isn't coming—it's already here. Spoke with @ddjanowski for @wealth_mgmt about how AI is…
I've watched this a half-dozen times this morning, it gave me chills the first time: https://t.co/StiMZj75J5
HARMONY OF RESILIENCE: Recorded in space and sent to Earth via @SpaceX’s @Starlink constellation, Polaris Dawn crewmember and violinist @Gillis_SarahE invites you to enjoy this music moment in support of @StJude & @ElSistemaUSA → https://t.co/My8cUwAWzg https://t.co/OoxTllCZNP
RT @PolarisProgram: @StJude @ElSistemaUSA @Gillis_SarahE @rookisaacman @KiddPoteet @annawmenon Learn more about our charitable partner @StJ…