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

Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collaborations...

This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector.  Market glitches occurred...

The interconnectedness of technologies in the industry is not a new occurrence.  Things heated up this time! One cannot (really) tell where one technology starts...

Data Data Data! Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases.  Meanswile, AI continued to...

Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....

As winter continued hitting (everyone) hard, the digital wealth sector resumed in full swing, providing launches and partnerships as a mainstay. That said, Cboe...