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An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions

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

By Chris Robbins As the weather turns cold, the news in digital wealth continues to heat up. In banking...

By Chris Robbins As we approach the holiday lull in news announcements, we had a busy week in advisor tech news. Skience is...

By Christopher Robbins That was quite a week, wasn’t it? We said goodbye to Queen Elizabeth II, whose 70-year reign was punctuated on...

By Christopher Robbins How complex is too complex? It’s a question I ask myself with increasing regularity lately as I partake in a...

By Christopher Robbins This week in digital wealth, we pick up some of the...

By Christopher Robbins This was another busy week in digital wealth—with huge announcements coming...

PALO ALTO, CA – – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised...

Earnings season is underway, and banks are obsessed with their chief rivals — fintechs. VCs can’t get enough of fintechs either, but in a good way as funding levels continue to rise. Meanwhile, neither cryptocurrencies nor fintech stocks have been able to win over investors so far in 2022, except for one meme coin. Amazon and Visa have found a way to coexist in the U.K.