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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...

Update? Progress (?) report? Well, kind of. After running the article below at the end of just last December I thought it might be...

Friends, we're back with a new week's look at the venture capital sector in fintech.  We have...

User and client expectations around technology have changed in recent years, especially as a larger chunk of the population has started managing their financial lives online and via apps.

For real? A definitive decision on regulating cryptoassets? It sure looks like it. Just last Thursday, in a big surprise, Securities and Exchange Commission...

OMAHA, Neb., September 6, 2022 – Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today a new strategic...

Especially with current market volatility, the best way for advisors to work with cryptocurrencies on behalf of their clients may be holding digital assets in professionally managed cryptocurrency accounts.

It’s no secret that the SEC in recent months has become more aggressive on the enforcement front than at any point during the last...

Friends, Labor Day is nearly here - where did the summer go?  While we all ponder that question, the digital wealth industry marches forward with more M&A (and technology to support it), new ways to profit from capital markets and a sideways look at Fed Chair J. Powell's performance with a tongue in cheek analogy to a famous ditty from Britney Spears. READ UP!

Here we go - heading into Labor Day - and the deals in fintech are waning somewhat. ...