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Blockchain technology promises a high level of security through its distributed ledger system causing it to be one of the most secure data protection technologies we have available to us.

Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...

The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...

Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets Joint...

George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 – Docupace,...

Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach!  Meantime, here we go with more news you can use in the world of fintech and digital assets  READ UP! | Cindy Taylor, Publisher

A recently published study of the fiduciary adviser industry, the 2023 Investment Adviser Industry Snapshot (Snapshot), shows continuing strength in the space, despite – or perhaps...

Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Rusty Vanneman. Rusty Vanneman serves as the Chief Investment Strategist for Orion...

The advent of digital currencies and Non-Fungible Tokens (NFTs) has dramatically reshaped the way we understand the digital economy. At the center of this transformative journey isn't just the technology itself, but also thriving communities.