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RightCapital and PreciseFP Launch Data Integration Partnership
RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership.
A new Application...
Advisor Tech Talk (Week of 4/21/26)
If finance were one of Jim Henson’s Muppets, it would be Sam the Eagle.
It’s ironic that the financial services industry, and wealth management...
AI & Finance™ | News for the Week Ending 2/27/26
Well, it happened again.
That’s probably the wrong way to look at the big U.S. stock market decline earlier this week, which for the second week in a row...
Advisor Tech Talk (Week of 2/24/26)
As Mother Nature dumps a ton of snow on the northeastern urban corridor, we’d like to ask whether we’re a little bit out over our skis...
AI & Finance™ | News for the Week Ending 1/30/26
Is AI going to eat up financial markets?
Welcome to January 2026’s last AI & Finance, where we have headlines from another active news week.
First,...
DWN Publisher Notes For 1/27/26
Wealthtech moved decisively from background infrastructure to competitive signal this week as partnerships, AI adoption, and platform choices reshaped how advisors recruit, grow, and differentiate in a tightening digital wealth landscape.
Advisor Tech Talk (Week of 1/27/26)
It seems like we’ve been talking a lot about wealthtech for a long time—and when we started, the only people really regularly talking about wealth management technology...
AI & Finance™ | News for the Week Ending 7/4/25
Welcome to another rundown of artificial intelligence in financial services news, amid ramping celebrations of not just another U.S. Independence Day, but also the lead...
Advisor Tech Talk (Week of 6/30/25)
Imagine, if you will, a world without wealth management, and therefore, without wealth management technology.
Welcome to another Advisor Tech Talk, we...
AI & Finance™ | News for the Week Ending 6/27/25
Boy was it hot this week!
“How hot was it?”
So hot that we almost have more headlines than we can handle in this edition of...