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This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...

Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...

Things continued to look up, with regulatory issues (slightly) decreasing. Adoption continued to improve amid (rising) scams. The headlines: The SEC let go of Solana...

Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...

This week we continue our series on the top 5 VC-funded deals in AI. Once again, another major deal in the AI sector this week...

As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

Bridgemark Strategies has broadened its team of advisor-facing specialists, adding Jason Hawn, Timari Robison and Travis Boak as recruiting consultants. This expansion comes less than a year after...

Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...