News/Markets

By Pamela Cytron, President, The Founders Arena January 22, 2024 As 2024 kicks into high gear, I’m excited to share the news that The Founders Arena...

Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...

It's tax season! Have you done your numbers? That said, Hidden Road is going deeper into the transaction space Cops think the metaverse works for...

Are crypto prices heading for another gray period in the middle of winter? That may not be the case, but let's wait and see. Solana...

There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

In recent years, banks have been fined billions for not adhering to the SEC’s recordkeeping requirements for texting and other digital messages. Even so,...

Turn it Up! The 'funding winter' of 2023 is behind us, and forward-thinking suggests that 2024 will be the year to thaw...

For wealth managers serving an increasing number of affluent and high-net-worth digital natives, the pressure to deliver on the tech front is a make-or-break...

Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...

Toronto-based CapIntel, a financial technology company that delivers productivity enhancing, web-based solutions to financial services wholesalers and investment advisors, has announced the findings of a new survey...