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While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the...

Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...

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?

By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...

It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's...

COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...

By Christopher Hamman The decentralized space has somewhat revived after positive lower-than-expected US CPI numbers. Bitcoin is breathing easy at around $20k. SBF's lawyers have...

By Christopher Hamman Things picked up steam last week as everyone settled down and business as usual returned.  The...

Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...

By Christopher Hamman Things are looking up for the cryptocurrency space. BlackRock added Bitcoin exposure to its Global Allocation Fund.  Bitcoin prices crossed the $17,000...