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Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi, a business management platform for financial services firms, because clients are demanding better experiences with their advisors.

we’d like you to meet our friend Cash Lafferty of LiquidityBook, a a full suite financial technology company with customized solutions for ALL securities firms and market participants who understand that innovative trading and messaging solutions will increase profitability while reducing unnecessary expense and risk

What's new? Lets start with one word.....COINBASE......the public offering of Coinbase happens on Wednesday. That's the BIG news of the week and certainly sets the tone for BITCOIN.

COINBASE IS GOING PUBLIC. Yes, the largest (by trading volume) cryptocurrency exchange in the U.S. will be offering shares of its stock to the public this week (4/14). But beyond the basic headline, this offering is EVEN BIGGER when you drill down.

d1g1t, Inc., and Conquest Planning Inc., (Conquest) today announced the formation of a strategic partnership to provide a modern, seamless and top-flight technology solution to financial firms and advisors.

Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform

Friends, a GINORMOUS week in the digital wealth sector as we wait for the Coinbase public offering to roll out on Wednesday.

Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.

We all know the expression "where there's smoke there's fire," right? Well if you follow events at Robinhood (the commission free stock trading platform) you might feel you are following an arsonist. Fires just seem to continually pop up all around them and the smoke keeps billowing up.

Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.