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Wealth management firms are experiencing a growing sense of urgency to modernize their back-office operations and bring them into better alignment with the front-line of their business.

For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others in the broader organization that may need access to the marketing assets and tools.

Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets Joint...

Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach!  Meantime, here we go with more news you can use in the world of fintech and digital assets  READ UP! | Cindy Taylor, Publisher

Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...

The advent of digital currencies and Non-Fungible Tokens (NFTs) has dramatically reshaped the way we understand the digital economy. At the center of this transformative journey isn't just the technology itself, but also thriving communities.

For anyone involved in the cryptocurrency space, terms like 'layer one', 'layer two', 'layer three', and even 'layer zero' have become commonplace. But what do these terms actually mean?

CoastalOne appointed former President and CEO of Cetera subsidiary First Allied Securities and Executive Vice President and CEO of Corporate RIA at Advisor Group...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Heather Fortner. As CEO, Heather Fortner leans into her passion for listening...

An evolving regulatory ecosystem and ongoing innovation in RegTech software, services and platforms can leave financial services firms, particularly smaller ones, concerned about their...