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The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...

Caprock, an RIA serving ultra-high-net-worth clients, announced it acquired Chicago-based Grey Street Capital, a boutique advisor firm with $2.2 billion in client assets. The deal...

For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings...

The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the...

No matter how the politics in Washington play out, you can count on investors making tax management a larger part of their decision-making process.

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...

The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...

The Pittsburgh-based NewEdge Capital Group says its “range of affiliation models” have been critical in driving record recruiting results for the 2022 full year,...

HOSTED by: Ultra Blue Capital's Algorithmic Fundamentals ETF...

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...