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The Chicago-based wealth management firm LaSalle St. recently announced it has entered into a strategic partnership with end-to-end tech platform provider Advyzon. Advyzon, which is...

Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of learning...

LaSalle St., a Chicago-based group of wealth management firms, introduced its new Technology Learning Center earlier this week....

For this next edition of our Fintech Luminaries series, meet Mark Contey, Chief Business Development Officer of LaSalle...

Platform Uses Digital Advice Solution from Fidelity InstitutionalSM and eMoney Advisor

Friends, you'll find the most important industry news here, including a chock full Advisor Tech Talk column (that we thought would just be a synopsis of Q1 because we thought it would be a slow news week) Boy, were we wrong! READ UP!

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

Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!!

For years, industry pundits have been sounding the alarm:  The number of financial advisors at or near retirement age is outpacing the number of...

Friends, as you read this, we're taking time off to visit Yellowstone for my birthday. Another year older, (hopefully) wiser & definitely more grateful.  In the meantime, we have PHENOMENAL new content for you this week addressing important market issues and so much more.  READ UP!