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Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.

Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...

Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!

In the digital realm, blockchains emerge as a groundbreaking force, poised to revolutionize industries, redefine traditional notions of trust, and catalyze a silent yet intense global competition.

Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

Crypto prices seemed to set off in one direction: south. That didn't dampen the enthusiasm of the diehard "cryptonians". The ride is a part of the...

Un-Magical Things... 2023 has been strange for the startup world; survival tactics focus on strategic partnerships, while others are low-value acquisitions to...

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

Financial literacy, which benefits from financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently.