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We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.

Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

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

Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.

  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

BOULDER, Colo. and NEW YORK, Aug 17, 2023 – TIFIN AMP, the leading artificial intelligence (AI) platform for the intelligent distribution of funds, is thrilled to announce...