Home Search
credibly - search results
If you're not happy with the results, please do another search
Advisor Tech Talk (Week of 12/4/23)
We’re not just howling into the wind when it comes to next generation technology—the future is now.
For financial advisors, reading about...
AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!
Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.
Top 5 VC Deals of the Week in Fintech (11/20/23)
Quality (over quantity)
It's been an almost absent year for M&A, but tech valuations are rising, especially for later-stage startups. Despite fewer...
$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...
INTELLIGENCE FOR GROWTH: Secure the FinServ Industry’s Future By Solving for Gen Z
The financial industry has finally come to embrace Millennials and is making strides to adequately communicate with the largest generation in the workforce.
Docupace Adds Acclaimed Sales Leaders to High-Performing Unit
LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...
Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword
The word “integration” is so commonly uttered by technology providers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology
The Week in Digital Wealth (10/2/23)
This Fall is unlike any other.
It is unique.
Our thoughts and prayers are with New York residents at this time who have gone through massive...
BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack
When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.
INTELLIGENCE FOR GROWTH: Prospecting with NexGen Technologies for Financial Advisors
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. Fortunately, thanks to advances in technology, prospecting isn’t half as painful as it used to be.