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Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.

Last week was one for the record books for founders, funders, and The Fed. Let’s throw in the American public, too,...

By Christopher Hamman Last week went by with diminished fears of a total banking sector coming to a...

This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...

Friends, the 800-pound gorilla in the room is, of course, the banking sector blow up that occurred this past week.  And while it can be debated, who (or what) is ultimately at fault, in the meantime, the world of digital wealth moves forward, despite the ensuing market chaos. READ UP!

RegTech provider Smarsh has made another addition to its senior leadership team. The company announced this week that it hired Sheldon Cummings to serve...

Consolidation in the RIA market continues to prove an intriguing hot topic, no matter the prevailing wisdom regarding potentially negative effects of economic policy...

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

As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.

By Christopher Hamman Happy Presidents' Day! Gary Gensler and his team of miracle workers at the SEC seemed to...