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The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.

BOULDER & NEW YORK, Feb 1st, 2023 — TIFIN, the AI Wealth platform, announced today a collaboration with Morningstar to bring real-time, aggregated industry trend...

Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...

It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT!  I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!

Digital Wealth News is saddened to report the passing of wealthtech industry titan and friend, Gavin Spitzner.  Spitzner was the founder of Wealth Consulting...

If you ignore something long enough don't be surprised when an inevitable "surprise" actually happens. Or rather, don't ignore what's standing right in front...

The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a...

So far January has been a great month for crypto assets with most large-cap tokens up a respectable 35%+ for the month. Bitcoin is trading at $23,000 and Ethereum is trading just shy of $1,600. 

As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?