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As a financial advisor, planning is probably the greatest service you offer to your clients. That same careful planning is necessary when it comes to your business’s marketing strategy.

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

The domestic "cool down" M&A involving U.S.-based, VC-backed companies is on pace for its slowest year since 2013. Through Q2 2023, only...

Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended). That said, with...

Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.

More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

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

Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations. The Fed launched "FedNow", its real-time payments network, leaving many...

Deals are closing, and money is flowing... There is so much in the press; deals are up, layoffs, deals are down, and...

San Francisco-based risk management platform company, StratiFi recently announced it has hired Sarah Gribben to serve as Director of Sales and Business Development. Gribben will leverage...