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Breaking the calm of summer with some HUGE crypto news on a BTC ETF & it looks like ETH will be exceeding the price of gold very soon, too. BTC did it back in 2016/2017 & now ETH. Gold is so last 5,000 years ago.

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Derek Hagen of Money Health Solutions. Derek Hagen is the founder of...

Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.

Financial advisors can learn a lot from doctors and lawyers. Not only is providing financial advice evolving into a profession as indispensable and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology. Both medicine and law have embraced a role-based approach to building technology stacks and it’s time for financial services to do the same.

The word “integration” is so commonly uttered by technology providers and writers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology said Glenn Elliott, CEO & Co-Founder of Practifi.

Not only is providing financial advice evolving into a profession as indispensible and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology, said Adrian Johnstone, chief commercial officer at Practifi, a business management platform for financial services firms. Both medicine and law have embraced a roles-based approach to building technology stacks.

Friends, this is our third and final installment of our "mini-series" on digital wealth predictions for 2021 from the top fintech minds in the industry. We had so many responses this year that we broke this apart into 3 separate installments and this will be our final one.

This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that are efficient, personal, and scalable. At the same time, we interact with investors who have rapidly evolving expectations in what a digital experience should look like.