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There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

In recent years, banks have been fined billions for not adhering to the SEC’s recordkeeping requirements for texting and other digital messages. Even so,...

Artificial Intelligence (AI) is significant among evolving technologies due to its transformative potential in revolutionizing business processes, including marketing communications.

Turn it Up! The 'funding winter' of 2023 is behind us, and forward-thinking suggests that 2024 will be the year to thaw...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Richard Shotton. Richard is the author of The Choice Factory,...

In the past four months, investors and their portfolios have been dealt with a blow of volatility—but advisors have plenty of tools to reach out and help them.

For wealth managers serving an increasing number of affluent and high-net-worth digital natives, the pressure to deliver on the tech front is a make-or-break...

For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings...

Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...

Toronto-based CapIntel, a financial technology company that delivers productivity enhancing, web-based solutions to financial services wholesalers and investment advisors, has announced the findings of a new survey...