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

Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

The interconnectedness of technologies in the industry is not a new occurrence.  Things heated up this time! One cannot (really) tell where one technology starts...

Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

Crypto volatility may be a permanent thing. Then again, we are all holding on for dear life! (HODL) That said, the week was busy on...

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

With the advancement of technology, wealth organizations now have access to a wide range of marketing tools and software to help them reach their target audience and achieve their goals.

Happy New Month! Product updates aren't new, but they surely made a difference this past week. Credit unions were also on the go and instant...