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By Christopher Hamman With so many firms announcing earnings guidance, and end-of-year results, the digital wealth space has...

Happy New Year! Friends, while 2022 has been a wild ride, it's still been a great year & we're ever optimistic that the NEW YEAR will be an even greater one!  Wishing you and yours health, happiness & abundance in 2023! READ UP!

The verdict is in. 2022 is guilty on all counts of being a bear market. Interest rates went higher then expected (surprise?), inflation wasn't transitory...

By Chris Robbins It was a slow holiday week in the wealth tech sector, but a busy week...

Having previously said that he’s “not a fan” of Bitcoin, Trump seems fine with using Bitcoin’s technology for the creation of an equally ephemeral but profitable web3 community.

A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.

By Christopher Hamman The holiday week started with quite a bit of drama.  Sam Bankman-Fried was extradited to the US, with a New York...

Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.

By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...

Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...