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By Chris Robbins There were a number of important advisor technology announcements this week ahead of the end-of-year holidays. Carefull announced that it...

By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh...

The wealth management space is late to the blockchain discussion. Crypto enthusiasts have been talking about the technology for over a decade, mostly among themselves, and have developed their own language.

Friends, for those of you who celebrated Thanksgiving in the US, we hope you had a beautiful time with family and...

By Chris Robbins This week in digital wealth there were continued aftershocks from the sudden collapse of crypto...

It’s been a rocky year for crypto. If one were to look back at the most recent peak of bitcoin prices, it could be thought to coincide with a kind of peak for crypto in general in November 2021.

Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news.  There's also great thought leadership on gamification in education and AI in wealth management plus so much more….. READ UP!

Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...

By Chris Robbins This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...

Editor's Note: Since the FTX/Binance story broke on 11/8/22 (after this weekly column originally published), Bitcoin has become significantly more volatile.  As...