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FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration...

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!

Still no summer doldrums in the advisor tech world.   Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...