snappy kraken - search results

When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...

Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...

Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In...

A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.

Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...

Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.

By Cindy Taylor Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...

By Christopher Robbins What a week it was in digital wealth! In Wealthtech and Investments, Shaping Wealth is offering...

The proverbial elephant in the room is, without a doubt, the deteriorating markets and we suspect this will continue to be the case for some time.  We have a plethora of great insight from our thought leaders on how to address this through risk mitigation, automation, alternatives and more. READ UP!

By Christopher Robbins Look. Out. Below. If you own stocks, bonds or...