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It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

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

Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, etc. Meanwhile, is it the markets - or market participants - that have changed? READ UP!!

We’ve notched another big, busy week in the advisor tech space.  Perhaps the most interesting headline is that Tyrone Ross, an outspoken...

It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...

Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more!  READ UP!!

By Christopher Hamman With the markets slightly rattled and as everyone keenly watches how the politicians in D.C....

Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...