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Wealth management firms are experiencing a growing sense of urgency to modernize their back-office operations and bring them into better alignment with the front-line of their business.

First, Happy 4th of July. Another birthday for America. Keep them coming and coming and coming. Chaos? Yup, and not just at the airports. If...

Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach!  Meantime, here we go with more news you can use in the world of fintech and digital assets  READ UP! | Cindy Taylor, Publisher

This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...

For years, firms have emphasized their front-office business in lieu of their back-office operations. Not just in wealth management, but across industries.

Are the summer doldrums finally here? Just like the weather in some parts of the world, news in the financial and technology...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Dr. Michael Thomas Jr. Michael G. Thomas Jr., Ph.D., is an Accredited...

Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Derek Hagen. Derek Hagen is the founder of Money Health Solutions®️, a financial...

Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in...