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Los Angeles-based fintech and wealthtech operations software provider Docupace, named several new executives and management team leads to support the company’s strategic expansion, the...

By Christopher Robbins It was a wild week in financial markets, and a wild week in digital wealth....

Wealth management industry cloud software giant, Docupace, is teaming up with automation application maker, JIFFY.ai, which helps enterprises automate complex business processes, to create new automation solutions including machine learning and advanced analytics that scale across enterprise operations, the company announced in late January.

Hello Fintech Friends! This week we celebrate our first anniversary at Digital Wealth News! We're so grateful to our wonderful community of readers, sponsors, and DWN team members, and we couldn't be more proud of the leading edge media platform we've created.

The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients. 

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...