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Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

The industry seems set for the fall, which may spring a few surprises! With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product. State...

It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...

This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue...

Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more!  READ UP!!

An evolving regulatory ecosystem and ongoing innovation in RegTech software, services and platforms can leave financial services firms, particularly smaller ones, concerned about their...

By Christopher Hamman With the last lever in its arsenal (interest rate hikes), the Fed tried to keep...