What Digital Transformation & Engagement Means to Your Business

Jun 13, 2022

Pete Hess, President InvestCloud Mid-Markets, explains the benefits of digital transformation.

Driving Revenue Through a Differentiating Client/Advisor Experience

Jun 10, 2022

In this video, Tate Haymond, CRO, d1g1t, shares how designing a new data structure enhances the modern customer experience.

Ram Nagappan Invests in AI-Powered Digital Assistant Startup CogniCor

Jun 09, 2022

Insurtech expert expert Toan Huynh also is joining CogniCor's advisory board.

Google Analytics for Financial Advisors

Jun 09, 2022

A crash course on making the most of the data.

Hype or Not? Episode 4: Martech

Jun 09, 2022

Industry consultant Tim Welsh and Senior Tech Editor Davis Janowski debate the merits of digital marketing technology in the advisor space.

Envestnet Announces Restructuring, Stuart DePina to Step Down

Jun 07, 2022

Three new units will form the core structure of the behemoth technology firm.

Head of Community, CMO Depart Onramp

Jun 07, 2022

Caitlin Cook, head of community and vice president of operations at Onramp Academy, has joined Hxro Labs. Onramp CMO Nyle Bayer has also jumped ship.

Advisor Innovations: Jason Wenk on Scaling Advisor Technology the Right Way

Jun 07, 2022

The founder and CEO of Altruist explains why the current state of advisory technology needed a kick to bring it closer to what advisors, and clients, expect.

Edelman: Volatility Shouldn't Dissuade Investors' Crypto Interest

Jun 02, 2022

The founder of Digital Assets Council of Financial Professionals offered tips on how to talk crypto with clients during this week’s Wealth Management EDGE conference.

May 2022 Riskalyze Fintech Five

Jun 02, 2022

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.