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Sallie Krawcheck, an outspoken investing advocate for women, has stepped down as CEO of Ellevest for health reasons. spr.ly/6014Q90o4

#WealthStack Roundup The all-in-one technology platform provider Advyzon announced this week an integration with alternative investments platform iCapital. spr.ly/6012QiotE

Five technologies that will dictate the future of the industry beyond the #Bitcoin hype. Via Bloomberg spr.ly/6014vWuyC

#WealthStack Roundup Advisor360° acquires Parrot AI, wealthtender introduces a testimonial marketing tool and Bloomberg rolls out AI-produced news summaries. spr.ly/6011aiaJU

The combined startups will provide advisors with seamless health planning from analysis to enrollment. spr.ly/6012a7LvO

It’s how you use it, why and how you explain that value proposition to your clients. Matt Beecher | contributor for WealthManagement.com spr.ly/6012xBPep

The Word on #WealthTech F2Strategy co-founder provides his take on the most important wealth management technology news of the last month. By Doug Fritz for WealthManagement.com spr.ly/6010xmT2m

AI-powered advisor technology startup Jump has received considerable attention over the first year and a half of its existence, and now it is adding substantial financial backing. spr.ly/6011xv73J

#Wealthtech provider Orion WealthTech shared the results of both its third annual Advisor Wealthtech Survey and an inaugural survey of 1,000 investors during its annual Ascent conference in Orlando this week. spr.ly/6012IJWH6

The #WealthStack Podcast Shannon Rosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space. Listen to the podcast >> spr.ly/6010IJvDO

Industry veteran Kabir Sethi is joining the AI-powered note-taking and communications startup Zeplyn as a board member. spr.ly/6015I9Kbl

Americans hold more than $12.5 trillion in mortgage debt and $1.17 trillion in credit card balances as of the end of September – oversight of which is now uncertain. Via Bloomberg spr.ly/6013I9PtW

Despite a crowded AI-powered lead-gen scene, Datalign has strong tech talent, big-name backers and growth. spr.ly/6014IiqgC

Firms operating in multiple countries must also manage their data estates in compliance with many different data-related regulations. spr.ly/6014IiI8y

WealthStack Roundup Morningstar, Inc. this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. spr.ly/6019Im2vt

These include private fund benchmarks, various data management improvements and cash flow forecasting. spr.ly/6015ICEv1

So-called robo advisor Betterment has acquired the automated investing business of Ellevest, the platform founded by Sallie Krawcheck in 2014. spr.ly/6014LkNVO

What’s next for wealth management technology in 2025? spr.ly/60180iGfu

Ceasar Sengupta and his team have built a “digital private bank” called Arta Finance, but it won’t compete with other private banks or the advisors who work there. spr.ly/60122LAk6

Jump, Zeplyn and Zocks | AI Meeting Assistant for Advisors, which can all capture meeting notes and create summaries, help generate client communications and trigger service actions, have now been integrated with the AdvisorEngine platform. spr.ly/6017N5t81