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Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.

Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...

The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...

Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets Joint...

George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 – Docupace,...

Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach!  Meantime, here we go with more news you can use in the world of fintech and digital assets  READ UP! | Cindy Taylor, Publisher

Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...

The advent of digital currencies and Non-Fungible Tokens (NFTs) has dramatically reshaped the way we understand the digital economy. At the center of this transformative journey isn't just the technology itself, but also thriving communities.

This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...

This summer, the cryptospace seems set to party (not immediately, though). The big guns are giving ETF applications another try with several hitting desks at...