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DWN ROUNDTABLES: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.
Advisor Tech Talk (Week of 4/14/25)
The wealth management world thrummed with activity this week, and it wasn’t just because of the topsy-turvy markets. This time around...
Tech Vet J.T. Petrilli Joins Docupace as Head of Mergers & Acquisitions
Docupace, the back-office operations service provider, has appointed J.T. Petrilli as head of mergers & acquisitions. According to the company release, Petrilli will report...
Advisor Tech Talk (Week of 4/8/25)
Welcome to another busy week of wealthtech headlines—and despite what’s happening in financial markets around the world in recent days, we...
AI & Finance™ | News for the Week Ending 3/21/25
Welcome to another busy week for artificial intelligence in the financial services sector. Our AI & Finance headlines are quite extensive, and the technology...
Advisor Tech Talk (Week of 3/17/25)
Well, it happened again, and it’s becoming difficult not to see this as a pattern—just from an eyeballs perspective, wealthtech news...
FINTECH VIEWS: Docupace Acquires Hubly, a No-Code Workflow Platform
Docupace, the back-office solutions provider and parent company of PreciseFP, is expanding with the acquisition of Hubly, a Vancouver-based workflow management platform designed for...
The Week in Digital Wealth (3/3/25)
The new month brought expectations of improved user experiences, with collaborations and partnerships dictating the pace of change.
Headlines to take note of:
CME...
Advisor Tech Talk (Week of 2/12/25)
It was another active week in wealth management news, and wealthtech wasn’t far behind—we once again have a lot to get...
AI & Finance™ | News for the Week Ending 2/7/25
The news over the past two weeks has been difficult to keep up with, as disruption seems to be moving in at every point,...