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FINTECH VIEWS: The Tech Integration Evolution in Wealth Management
As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...
AI & Finance™ | News for the Week Ending 4/5/24
Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.
On one side are the technological utopians who imagine...
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...
Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
Docupace Adds Acclaimed Sales Leaders to High-Performing Unit
LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...
Advisor Tech Talk (Week of 10/02/23)
There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...
Creating a Haven for Wirehouse Advisors
In June, Sanctuary Wealth, the Indianapolis-based wealth management firm, launched a significant update to its Haven platform, the firm's proprietary, fully integrated advisor workstation....
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...
Advisor Tech Talk (Week of 09/04/23)
For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...
Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...