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Among the diverse array of innovative technology options, MarTech, or Marketing Technology, stands out as an instrumental tool for the wealth industry.

Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.

This Fall is unlike any other. It is unique. Our thoughts and prayers are with New York residents at this time who have gone through massive...

Happy New Month! Can the SEC win a war on several fronts? That's the big question as ETF applications get differing responses from the regulator. Gemini clarified...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.

  As fall sets in, the industry has continued to churn. New products, it seems, are always in fashion. TS Imagine launched a new dashboard. Planatir is going...

The crypto landscape is a double-edged sword. On one side, it offers incredible opportunities for investment & financial growth. On the other, it's fertile ground for scams that exploit the uninformed & hopeful.

As advisors try to broaden their clientele, they’re better off focusing on creating memorable experiences than on trendy client groups and prospect sources.

This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...