News/Markets

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

Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

Industry maturity (a rare occurrence) unfolded with the sector getting into gear. Institutional players dictated the pace of events. Only time will tell how far...

Stayin' in the lane Well-established VCs generally stay in their lane (fintech category), often knowing the directions from traveling to the same...

San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...

It worked. All is good. The Fed got inflation down to exactly 2% without damaging the economy. In tandem, corporations and businesses lowered prices...

The crypto industry continued to push frontiers beyond normal (as they usually are) with regulatory authorities doing what they can to catch up. Meanwhile, in...

Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collaborations...

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...