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Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...

Crypto compliance is still an ongoing journey, with regulatory efforts keeping pace with evolving innovations. That said, many actors still found ways to dodge...

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

Industry maturity (a rare occurrence) unfolded with the sector getting into gear. Institutional players dictated the pace of events. Only time will tell how far...

San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...

Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.   On one side are the technological utopians who imagine...

The crypto industry continued to push frontiers beyond normal (as they usually are) with regulatory authorities doing what they can to catch up. Meanwhile, in...

Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collaborations...

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...