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Get the latest news and insights affecting financial technology (fintech) and wealth technology (wealthtech).

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Webcasts

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The Path to Independence: Navigating the Four Key Dimensions for RIAs

 Sponsored by Charles Schwab Watch Now

Preparing Portfolios for 2025: Macro Outlook, Bond Strategies and ETF Trends

 PIMCO (Sponsored) Watch Now

The Future of Direct Indexing: Elevate Your Practice

 ThinkAdvisor, sponsored by Orion Watch Now

Podcasts

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The Long Road to Retirement With Chelsea Ransom-Cooper

 Jackson National Life Insurance (Sponsored) Listen Now

Representing the Spirit of Cambridge

 Cambridge Investment Research, Inc. (Sponsored) Listen Now

Tackling Seniors' Cost-of-Living Crisis with Shannon Benton

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

Artificial Intelligence

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BlackRock's Bitcoin ETF Tops $34B Milestone
BlackRock's Bitcoin ETF Tops $34B Milestone
Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.
Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.
How AI Will Reshape Life Settlements
How AI Will Reshape Life Settlements
eMoney Set to Launch Premium Client Portal, New Planning Features
eMoney Set to Launch Premium Client Portal, New Planning Features

Investment Platforms

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10 Best Performing Robo-Advisors: Q3 2024
10 Best Performing Robo-Advisors: Q3 2024
Orion-Schwab Integrations Include Direct RMD Calculations
Orion-Schwab Integrations Include Direct RMD Calculations
Dynasty Financial Launches TAMP
Dynasty Financial Launches TAMP
E-Trade Customers Report Problems With Website, App
E-Trade Customers Report Problems With Website, App

Marketing Technology

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SEC Enforcement Chief Doubles Down on Need for Texting Crackdown
SEC Enforcement Chief Doubles Down on Need for Texting Crackdown
What Makes the 2024 Luminaries Finalists Stand Out
What Makes the 2024 Luminaries Finalists Stand Out
Robo-Advisor's Pro Athlete Ads Broke Marketing Rule, SEC Says
Robo-Advisor's Pro Athlete Ads Broke Marketing Rule, SEC Says
Consumer Groups Balk at E-Delivery Bill
Consumer Groups Balk at E-Delivery Bill

RegTech

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Consumer Groups Balk at E-Delivery Bill
Consumer Groups Balk at E-Delivery Bill
BofA Says Regulators May Take Action Over Money Laundering, Zelle
BofA Says Regulators May Take Action Over Money Laundering, Zelle
Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool
Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool
Banks Brace for Era of Consumer Data Sharing
Banks Brace for Era of Consumer Data Sharing