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Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

BOULDER, Colo. and LOS ANGELES, Aug 28, 2023 — Money News Network and Magnifi announced today a first-of-its-kind podcast, “Money Assistant,” hosted by renowned financial...

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Neil Bage. Neil Bage is the Co-Founder of Shaping Wealth, a learning technology...

Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.

We’ve notched another big, busy week in the advisor tech space.  Perhaps the most interesting headline is that Tyrone Ross, an outspoken...

As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.

When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.

Boulder, CO and New York, NY — July 27, 2023 — TIFIN, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the...