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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...

Breaking the calm of summer with some HUGE crypto news on a BTC ETF & it looks like ETH will be exceeding the price of gold very soon, too. BTC did it back in 2016/2017 & now ETH. Gold is so last 5,000 years ago.

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...

Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So...

While management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to solve problems for each stakeholder.

This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...

What's Hot (and What's not) There are four hot sectors that Crunchbase has identified as continuing to win cash; Generative AI, Power...