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No code, low code tooling is HOT! Business strategy and developers are poised for greater productivity with deals across categories as...

While it wasn’t the busiest week in advisor tech news, there were a few announcements with major repercussions for the financial...

By Christopher Hamman As Spring approaches, the US economy faces several uncertainties, with Treasury Yields falling lower than...

Technology has evolved in tandem with the RIA space, Ten years ago, technology was acquired by firms in an a la carte manner, with the firms looking for specific solutions to specific problems.

With an estimated $68 trillion in wealth moving from Baby Boomers to younger generations in coming decades, the demand for estate planning services is...

Friends, it's MARCH already, can you believe?!  This week we discuss volcanoes & bitcoin, RIA M&A and productivity suites plus smart contracts, and SO MUCH MORE! And something new today - I am the guest in the Rethink.Financial Advice Podcast, so make sure to check that out, too! READ UP!

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by by Even Burr, President of Toews. Eben Burr is the President of...

By Christopher Hamman What a week!  SEC chair Gary Gensler finally toed the line, classifying the Altcoins as securities, with crypto lawyers coming after...

Move over Meta and Musk; a much more interesting player is in town- AI. “In 2023, a wide range of open-source AI...

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...