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By Christopher Hamman The year got off to a great start, with earnings announcements from financial service providers...

By Christopher Hamman With so many firms announcing earnings guidance, and end-of-year results, the digital wealth space has...

By Chris Robbins It was a slow holiday week in the wealth tech sector, but a busy week...

By Chris Robbins Oh what a week in digital wealth! In the realm of fintech and apps, State Street...

By Chris Robbins This week in digital wealth there were a number of seemingly small announcements with potentially...

Be it the change towards better client service or a more efficient and profitable firm, those of us in and supporting the wealth management industry has every reason to dream big when it comes to technology.

By Christopher Robbins As we approach midyear and the U.S.’s July 4th holiday, the...

Friends, we're back this week with a highly unusual top 5 list for the column. We...

Big money flowing into fintech this week, but the top deals are smaller. And by "smaller" we...

Capital Brokerage, a national life insurance and annuity distribution company, announced this week that it is acquiring Quotacy, an insurtech firm.  The transaction also includes the acquisition of Hallett Financial Group, a life insurance brokerage general agency owned by the same family that launched Quotacy.