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Advisor Tech Talk (Week of 3/11/24)

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

DWN Publisher Notes For 10/17/23

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Friends, what news is news?  We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!

Advisor Tech Talk (Week of 10/17/23)

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You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

Advisor Tech Talk (Week of 8/28/23)

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Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

Advisor Tech Talk (Week of 6/19/23)

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Are the summer doldrums finally here? Just like the weather in some parts of the world, news in the financial and technology...

Mike Zebrowski Joins Docupace as Chief Operating Officer

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Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...

Publisher Notes For 10/25/22

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Friends, are we there yet?  Probably nothing. Look before you leap! Our content has many important colloquialisms this week warning you to pay attention to important signals in inflation, crypto trends, business automation and more.  READ UP!

Advisor Tech Talk (10/25/22)

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By Cindy Taylor Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...

The Week in Digital Wealth (9/20/22)

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By Christopher Robbins It was a wild week in financial markets, and a wild week in digital wealth....

Advisor Tech Talk: 2/22/22

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As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.