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What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...

By Teresa Leno A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...

In this article, we will examine three blockchain projects that have been identified as ESG leaders and explore how they align with the ESG investment framework.

Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...

By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Derek Hagen of Money Health Solutions. Derek Hagen is the founder of...

Two weeks down, fifty more to go. This new year (2023 if you missed it) is under way. So with everyone accustomed to instantaneous...

As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.

Like the disclaimers say, "the past is not indicative of future results." That is certainly true in a bear market. Markets can, and do, go down longer then people believe.