News/Markets

On Top Of The World "I've tried to cut these cornersTry to take the easy way outI kept on falling short of...

Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

  As fall sets in, the industry has continued to churn. New products, it seems, are always in fashion. TS Imagine launched a new dashboard. Planatir is going...

Minneapolis, MN; September 26, 2023 – UpContent, the premier content curation platform, is delighted to announce an exciting collaboration with Fresh Finance, a leading...

The Berthel Fisher Companies have a new senior leadership team. The shakeup includes the elevation of Andrew Christofferson to CEO of the firm's RIA, two...

LOS ANGELES – September 19, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced today its latest offering:...

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....

SBF says he has "issues". Well, everybody does, that's life. That said, many Americans don't want a CBDC. Bitcoin miners showed Paxos some love with the return...

Does valuation = profitability? This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...

  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...