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Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

Friends, notice anything different?  We've given Digital Wealth News a "facelift" with a brand new logo design, a new tagline and a fresh new newsletter format, but all the same great content!  Click here to read the "behind the scenes" on how & why we did it! | READ UP!!

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

Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!

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

This week in advisor tech headlines, we have a bevy of AI-infused briefs.  While the traditional wealth tech industry seemingly took a...

LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients. 

Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...

This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...