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

Gamification has been applied in education to help students learn faster & retain more information. Students who believe they are playing a game are less likely to become frustrated with tedious or repetitive tasks.

New York-based Kingswood U.S., a $3 billion network of wealth management firms, recently announced the addition of a Covered Securities Submission Portal on its...

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 Christopher Hamman There was a flurry of activity within the decentralized space last week. Dogecoin-loving Elon Musk "finally" settled the Twitter acquisition and...

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.

Classic. A long trip is planned. Everyone is high on the anticipated destination, even while knowing it will take time to reach. And sure...

By Christopher Hamman Last week, cryptocurrency prices held steady. Bitcoin prices remained at previous levels. Cryptocurrency adoption rates continued to rise as institutions continued...

By Christopher Hamman It’s been quite the week in the fintech sector! Goldman Sachs and Qontigo deepened their collaborations. Friendly...

HOSTED by: Procure's Disaster Recovery Strategy ETF (FEMA) Recently,...