CIC - search results

Friends, we think you'll like our lead story this week - I can certainly identify with it, as it's a bit hard to know what to watch these days. Meanwhile, we have SO MUCH NEWS to report along with an interesting op-ed on digital assets....READ UP!!

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

As we march along toward the holidays and the end of 2022 - all I can say is, WOW, hat a...

The past week was herky jerky (I always have to look up the spelling of that) in...

The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors. 

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...