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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...

Are crypto prices heading for another gray period in the middle of winter? That may not be the case, but let's wait and see. Solana...

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

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

Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.

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,...

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...