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Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for?  Check out this week's feature story and you will! READ UP!!

It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!

This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!

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...

As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...

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!

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