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

Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...

Friends, a year has passed since "the balloon" visited America's shores, and everything has changed - or has it?!  Meanwhile, we explore a powerful new wealthtech incubator and review how Apple has changed the metaverse.  READ UP!

Happy President's Day! The industry continued in its stride post-valentine, with partnerships and new product launches. That said, State Street's ETF solution is available...

Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

For wealth managers serving an increasing number of affluent and high-net-worth digital natives, the pressure to deliver on the tech front is a make-or-break...

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...