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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...

Advisor Tech Talk: 11/9/21

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The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are taking client engagement to the next level. And bitcoin is becoming more accessible to advisors.

Wealthtech Marketplace for Advisors

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