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Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) announced another significant renewal of a large regional credit union. The North Carolina-based Coastal Credit Union, established in...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

While most financial markets are under pressure, bitcoin and ethereum are holding firm. No matter what you may think (I think bullish), there is a massive institutional demand for the digital assets.

You have arrived at your destination. So where is that exactly? In this case it's the end of the third quarter. Only a few...

Should the current "rulers" of the cryptospace disappear forever? Custodia's Caitlin Long seems to think so. There's a new social login in the Web 3.0 space. Binance...

Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

The Berthel Fisher Companies have a new senior leadership team. The shakeup includes the elevation of Andrew Christofferson to CEO of the firm's RIA, two...

This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.

Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...