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CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...

For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...

A damaged reputation leads clients to withdraw funds and scares away investors, according to Michael Pinsker, which can lead even a highly successful firm to spiral towards an ignoble end

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

The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...

Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Sterling Johnson. Sterling Johnson is the Just Opportunity Portfolio Director for the Partnership...

Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

Friends, huge thanks to our friend Teresa Leno of Fresh Finance for jumping in as editor this week. Meantime, we've got a great piece on Web3 gaming and an important op-ed on financial literacy, pluls more. READ UP!!

This week in advisor tech headlines, we have a bevy of AI-infused briefs.  While the traditional wealth tech industry seemingly took a...