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For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients. 

By Christopher Hamman The year got off to a great start, with earnings announcements from financial service providers...

Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...

By Chris Robbins For the week before the Thanksgiving holiday, there was a lot going on in advisor technology. Notably, Fidelity Institutional added...

By Christopher Robbins What a week it was in digital wealth! In Wealthtech and Investments, Shaping Wealth is offering...

By Christopher Robbins As we approach midyear and the U.S.’s July 4th holiday, the...

Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...

Orion announced that a major executive brought on during its 2020 merger with Brinker Capital will step into a new role, AI-infused next-generation technology investor TIFIN reorganized a new division to help wealth management firms grow, and the SEC and NASAA handed down a penalty that could change the course of the development of digital assets in the U.S. for years to come.

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