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Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations. The Fed launched "FedNow", its real-time payments network, leaving many...

Still no summer doldrums in the advisor tech world.   Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...

FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration...

Things continued to look favorable for the DeFi industry despite the twists and turns we are already used to. Larry Fink continued his "crypto evangelism"...

Happy Independence Day (on July 4 in the US) and happy new month! It seems things may not be so bad after all, following stress...

Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...

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

This summer, the cryptospace seems set to party (not immediately, though). The big guns are giving ETF applications another try with several hitting desks at...

As we enter a "hot product summer" in the digital wealth industry, inflation seems to have slowed down (for now), and the focus is...

What's Hot (and What's not) There are four hot sectors that Crunchbase has identified as continuing to win cash; Generative AI, Power...