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Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) announced another significant renewal of a large regional credit union. The North Carolina-based Coastal Credit Union, established in...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

Pivoting... As investors pivot their funding into differing sectors, startups must also pivot their strategy and development to meet time-sensitive goals. "Goals?"...

While most financial markets are under pressure, bitcoin and ethereum are holding firm. No matter what you may think (I think bullish), there is a massive institutional demand for the digital assets.

Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!

The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.

In this episode, we're joined by Jim Row, Founder and Managing Partner of Entoro Capital, LLC, a middle-market, traditional and alternative investment bank based in Houston, TX.

Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.

Should the current "rulers" of the cryptospace disappear forever? Custodia's Caitlin Long seems to think so. There's a new social login in the Web 3.0 space. Binance...

Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...