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Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder.  Effectively identifying and converting prospective...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

The crypto industry is no longer a touch-and-go affair, with laws and rules changing the game's nature.  That said, inter-country collaborations are (very much) alive...

Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...

A lot is happening with artificial intelligence in financial services—the news items within this week’s AI in Finance newsletter represent broad and diverse applications...

By Greg Woolf, AI RegRisk Think Tank All eyes are on the financial horizon where AI looms large, promising a revolution that's got everyone from...

By Noelle Acheson, Crypto Is Macro Now With less than a week to go, it’s time to take a quick look at the potential impact...

TIFIN, a prominent innovator in AI-driven technology for the financial sector, has announced the appointment of Robert Pettman as its new Chief Revenue Officer...

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...