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Docupace Launches Toolkit RIAs Designed to Remove Barriers to Growth
Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...
Decentralized Diaries For The Week of 12/19/22
By Christopher Hamman
Last week, FTX founder SBF was arrested by the authorities in the Bahamas.
"FUD" continued to spread throughout the cryptospace, with...
WealthTech Leader Sid Yenamandra Forms Surge Ventures to Launch and Grow Startups at Intersection...
Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...
Advisor Tech Talk (12/13/22)
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...
The Week in Digital Wealth (12/13/22)
By Chris Robbins
As the weather turns cold, the news in digital wealth continues to heat up.
In banking...
REAL CLEAR CRYPTO: Sarson Funds Launches American Crypto Academy
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.
FINTECH CORNER: Why Client Advisory Boards are Key to the Future of Fintech
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed.
In One Word: TIME
By Michael Partnow
Tick, tick, tick …
The ‘ticks’ seem to be accelerating, and now I am hearing gong,...
Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions
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...
Advisor Tech Talk (12/6/22)
By Chris Robbins
Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX.
Compliance tech Smarsh...