News/Markets

The big dogs ruled the week, with everything coming from the top. Innovation at all stages continued to flow. The bad guys got a...

"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...

Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...

The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector. The index is comprised of a diversified group of...

World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial. "We are excited...

Wealthtech is dominated by algorithms and analytics, and the 2024 MMI/Barron’s Industry Awards have spotlighted the firms revolutionizing wealth management through technology. They are...

Notice something missing? It was all the rage not long ago. We're talking bubbles. Every time a financial asset ticked up even a tiny...

Green, clean and efficient. That’s form workflow automation in a nutshell – and more wealthtech providers are making that a realizable goal for advisors....

AlphaTrAI, the Bill Dwyer-led provider of tech-enabled services and solutions for the wealth and asset management industries, has announced a rebrand to Praxis Solutions....

This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...