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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...
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...
Advisor Tech Talk (11/15/22)
By Chris Robbins
As we approach the holiday lull in news announcements, we had a busy week in advisor tech news.
Skience is...
Publisher Notes For 11/9/22
Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news. There's also great thought leadership on gamification in education and AI in wealth management plus so much more….. READ UP!
The Week in Digital Wealth (11/8/22)
By Chris Robbins
This week in digital wealth there were a number of seemingly small announcements with potentially...
Advisor Tech Talk (11/8/22)
By Chris Robbins
This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...
The Week in Digital Wealth (9/20/22)
By Christopher Robbins
It was a wild week in financial markets, and a wild week in digital wealth....
The Week in Digital Wealth (8/23/22)
By Christopher Robbins
This week in digital wealth there was a lot of activity on the margins, but...
The Week in Digital Wealth (8/5/22)
By Christopher Robbins
This week in digital wealth we have some new practice management...
Top 5 VC Deals of the Week in Digital Wealth (5/24/22)
For the past several weeks, we've been seeing a reduced highwater level for VC investments in fintech -...