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The bigger they are (the harder they fall)... Many VC-backed startups have closed down or seen valuations fall in the past few...

The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.

Been away? Took some time off? Well it's just about time to get back to the "real world." Which, by the way, is certainly...

While many advisors offer their clients valuable advice around charitable giving, they may not have had access to the technology or processes to fully integrate giving into holistic financial services.

Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!

CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...

When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.

Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...

The landscape of the digital economy is constantly changing. The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are gone.