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Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...

The wealth management and financial advice industries will continue to grow, according to Chip Roame, founder and managing partner at Tiburon Strategic Advisors, but in the decades to come it might look very different.

An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions

Friends, Daylight Savings Time comes to us this weekend. As we "spring ahead", so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all right here.  READ UP! | Cindy Taylor, Publisher

While it wasn’t the busiest week in advisor tech news, there were a few announcements with major repercussions for the financial...

Technology has evolved in tandem with the RIA space, Ten years ago, technology was acquired by firms in an a la carte manner, with the firms looking for specific solutions to specific problems.

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.

Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP!

In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to...