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The industry calmed down as the post-holiday activities resumed in earnest. NASDAQ launched an interesting IPO data tool; CME and DTCC revealed a cross-margin...

It's tax season! Have you done your numbers? That said, Hidden Road is going deeper into the transaction space Cops think the metaverse works for...

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

CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service. The Palo Alto-based CogniCor, a provider...

The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle started its...

Welcome to 2024! The industry kept the hits coming over the holidays, with new and old players showing their strengths. The SEC continued with its...

We wish everyone a Happy New Year!  To review Part 1 of our 2023 year in review in digital wealth. click here.  Now onto...

FusionIQ, a cloud-based wealth management solutions provider for financial institutions headquartered outside of Boston, has formed a strategic alliance with Kinecta Federal Credit Union to offer...

The Year in Digital Wealth (Part 1) As we round off the year, we wish everyone a Merry Christmas. This week and next, we shall...

There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...