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Publisher's Note: While some of the technical information presented in this news story is admittedly complex, the bottom line is that there is a...

Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...

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...

Just like our ancestors used precious metals & real estate to store wealth, the modern generation has found a new avenue - Bitcoin. Michael Saylor has suggested that BTC might serve as an efficient wealth store for many.

Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

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

StratiFi, a risk analysis and compliance technology platform, has announced a strategic partnership with iQUANT. The collaboration aims to provide added value to mutual customers...

Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...