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Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.  This week brings a mixed bag of advisor...

You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

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

The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

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

By enabling the business users to do data mapping instead of technical people, JIFFY.ai's no-code, AI-powered automation platform and deep domain expertise bring transformative value to the process.

BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

It’s a busy, yet short week for advisers. So, I wanted to provide a brief recap on some of the stories we’ve focused on this year at Adviser Domain. But first – an important update from the SEC...

Financial Planning Association launches new Cybersecurity for Financial Planners

Advisers' practices established during the pandemic will become the best practices post-pandemic. But are advisers prepared for this digital future? Their technology suggests that they are not.