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As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

on top of client updates, account management tasks and outreach opportunities, and CRM software helps them keep track of it all.

Some new names in our column this week (hooray) with a blend of fintech genres. Remember, we...

IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.

Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher

What exactly is, or was, the "new normal?" Going all the way back to the financial crisis of 2008-2009 (remember...

BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor...

OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...

In case you haven’t noticed, there is a war going on. However, this war is not in the Ukraine. Nor is it against Russians. Rather, these battles are being fought right here on US soil, with regulatory bullets, against decentralized finance and digital assets.