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Friends, this week we celebrate the second cohort of wealthtech accelerator The Founders Arena. Our industry needs advocates like this to help mentor growing companies! Meanwhile, you'll find all the latest wealthtech, defi, fintech and VC deal news right here!  READ UP!

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

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

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

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!

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

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

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

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...

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!