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Parthenon Capital-backed NewEdge Advisors announced the appointment of Steve Pirigyi, a former Executive Vice President of Business Development at LPL Financial, as its new...

By Chris Robbins As far as digital wealth news goes, it was oddly quiet in the crypto world...

By Chris Robbins As we approach the holiday lull in news announcements, we had a busy week in advisor tech news. Skience is...

By Chris Robbins This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...

BOULDER, Colo. & NEW YORK, Nov. 1st, 2022 -- TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science...

As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.

By Cindy Taylor Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...

By Christopher Hamman There has been a lot of goings-on in the digital wealth space over the past...

Friends, are we there yet?  Probably nothing. Look before you leap! Our content has many important colloquialisms this week warning you to pay attention to important signals in inflation, crypto trends, business automation and more.  READ UP!

Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.