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The word “integration” is so commonly uttered by technology providers that it’s become the  corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology

Most wealth management firms measure and use risk tolerance as part of their process using Docupace’s PreciseFP platform, or another industry competitor—but what are they actually measuring?

As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.

In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.

By: The Wealth Mosaic Our survey of C-suite/C-level executives across the various segments of the wealth management industry in the US pinpointed the importance of...

Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.

You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

Time Keeps on Slipping... Amid the uncertainty of world events, the startup community, domestically and abroad, is being impacted. Earlier this year...

The S&P 500 took a dive and then staged a rally. Why? I have no idea. The equity market will "discover" reality and the big dive will happen. Tough to be short BUT what a feeling to be short in a downside panic.

Friends, this week we have an insightful new zoomcast with Michael Pinsker of Docupace, a speculative look at what's next for markets and more great content and news in the digital wealth sector.  READ UP!