Here's what you my have missed this week in wealth management.

How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.

The partnerships are a big win for the rapidly growing wealthtech.

Digital assets made their Super Bowl debut, but commercials focused on investor FOMO rather than education or security.

Managed FidFolios lets clients with as little as $5,000 get a managed portfolio consisting of hundreds of individual stocks.

The wealth management industry continues its slow embrace of digital assets.

The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”

The fintech’s growth alongside groups like XY Planning network proves the opportunity in a largely untapped market of investors.

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

The hits came from all directions: net loss was steeper than anticipated, monthly active users dropped and average revenue per user tanked