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By Chris Robbins There were a number of important advisor technology announcements this week ahead of the end-of-year holidays. Carefull announced that it...

At the risk of stating the obvious, we believe that there currently exists a disconnect between Wall Street’s view of what digital assets & blockchain technology have to offer the financial industry and indeed the world.

Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...

There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.

The wealth management space is late to the blockchain discussion. Crypto enthusiasts have been talking about the technology for over a decade, mostly among themselves, and have developed their own language.

The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces. Smarsh, the digital communications content-focused regtech enterprise, continues to expand...

Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...

By Chris Robbins For the week before the Thanksgiving holiday, there was a lot going on in advisor technology. Notably, Fidelity Institutional added...

By Chris Robbins Oh what a week in digital wealth! In the realm of fintech and apps, State Street...

This is the third time now that retail investors have been on the receiving end of a cryptocurrency exchange or centralized lender going bankrupt. Regulators have dropped the ball, clearly.