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Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.   On one side are the technological utopians who imagine...

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

In June, Sanctuary Wealth, the Indianapolis-based wealth management firm, launched a significant update to its Haven platform, the firm's proprietary, fully integrated advisor workstation....

The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

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