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CapIntel, a leading fintech company supporting wholesalers and investment advisors, recently added new proposal-building functionality to its platform to help Registered Investment Advisors (RIAs)...

Friends, last week (a holiday week) we hit our highest audience numbers in our history! Thank you to our incredible readers and let's keep growing this powerful knowledge base at Digital Wealth News! READ UP!!

HALLELUJAH! Larry Fink, CEO of BlackRock, must have recently spent some time at a good old revival camp. Not just any revival camp either....

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Jen Clinehens. Jennifer Clinehens is currently Head of Experience at a major...

A slow and steady approach may be the best way for advisors to keep up with fast-changing technology because the first mover in fintech is not necessarily the best solution.

Wealth management firms are experiencing a growing sense of urgency to modernize their back-office operations and bring them into better alignment with the front-line of their business.

Institutions coming into crypto is something that we have been talking about for years. We saw the first glimpses of institutional involvement in crypto in 2021.

A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.  For example, two big TAMPs,...

For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others in the broader organization that may need access to the marketing assets and tools.

Larry Fink is finally a "crypto believer". While his intents seem to be a good thing for the space, it remains "yet to be seen"...