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Docupace Appoints Leon Weiss as its New CFO
Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...
Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief...
George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era.
LOS ANGELES – June 27, 2023 – Docupace,...
STANDARD DEVIATIONS PODCAST: Heather Fortner – Building the Human-First RIA
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Heather Fortner.
As CEO, Heather Fortner leans into her passion for listening...
AI ILLUMINATIONS: Cure Your Pain with a Single Pane
Whether it's investors, advisors, or home offices, today everyone across the entire Wealth Management value chain seeks an elegant, simple solution for their various needs.
WYOMING BEE | Blockchain Education for Everyone: Meet Bill Taylor
By Mike Wilkins
Bill Taylor is a preeminent and widely published international thought leader on investing in Bitcoin, Digital Assets & Gold. He has over...
Advisor Tech Talk (Week of 3/27/23)
Another week is in the book for advisor tech news, and it was a busy one indeed.
Aside from the rescue of...
AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2
As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?
AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 1
As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.
FINTECH CORNER: Why Client Advisory Boards are Key to the Future of Fintech
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed.
In One Word: TIME
By Michael Partnow
Tick, tick, tick …
The ‘ticks’ seem to be accelerating, and now I am hearing gong,...