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As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

What exactly is, or was, the "new normal?" Going all the way back to the financial crisis of 2008-2009 (remember...

OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...

Long-time custody space leader Jim Dario was recently named the Head of SageView Advisory Group's rapidly growing comprehensive...

Effective financial planning has to be accompanied by consideration and discussion of risk—but risk is so multifaceted it can be difficult to discuss with clients.

More money flowed into the fintech sector this week, in an interesting mix of categories and locations. ...

By Gregory Bilecki TWIDW 3/21/22: Russia & Ukraine updates, a pivotal point in time for...

Re-making a wealth management firm with end-to-end automation and technology takes a major investment of time and effort, but in the end holds the promise to deliver an ideal user experience for all.

Seeing a bit of a pullback this week in the megadeals of fintech. In prior editions, we've seen EVERY deal at $200M+. This week, only our largest deal hit that number. However, last week was a rare one indeed in geopolitics.

Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...