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The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.

By Christopher Robbins This was another busy week in digital wealth—with huge announcements coming...

Hello VC Friends! Another wild, volatile week in the markets but we keep finding MAJOR deals...

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional...

With workflow automation, standard processes can be designed and managed within a single platform. Processes like the one mentioned above can be kicked off automatically, assigning tasks to the appropriate team members and triggering a number of other steps.

We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.

By Christopher Robbins Just as volatility, recession and inflation have become part of the...

Smarsh has a new CEO, with the digital archiving and capture firm announcing Thursday that it appointed Kim Crawford Goodman to the role. She replaces Brian Cramer, who will transition to the company's board of directors.

In the absence of a CRM, businesses fall back on doing business by e-mail, phone and paper, which can cause important information to be lost in translation, or lost in general.

By Christopher Robbins As a news writer, it frustrates me to no end that...