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Volatility is keeping 2022 interesting, especially with some of the steep downside we’ve experienced over the last two...

Orion announced that a major executive brought on during its 2020 merger with Brinker Capital will step into a new role, AI-infused next-generation technology investor TIFIN reorganized a new division to help wealth management firms grow, and the SEC and NASAA handed down a penalty that could change the course of the development of digital assets in the U.S. for years to come.

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...