Integrations with FIDx and Luma Financial Technologies extend the firm's digital distribution, including a first-of-its-kind ...

OneVest, a leading provider of next-generation wealth management technology, today announced it is partnering with Mackenzie Investments ("Mackenzie"), a leading global asset manager, as the firm ...

As advisors strive to optimize and reevaluate their marketing budgets, firms are responding with new digital tools and platforms to meet their needs. Processing Content Last week, San Diego-based LPL ...

Diogo Mónica(left) and Nathan McCauley (right) are co-founders of Anchorage Digital. "At the end of the day, Anchorage Digital was designed to unlock greater institutional participation in the digital ...

Mackenzie Investments is turning to fintech firm OneVest as it accelerates a sweeping digital transformation designed to ...

Technology has become an essential component of academic advising, fundamentally changing how advisors interact with students and manage their responsibilities. Historically viewed as a transactional ...

MIAMI, March 27, 2026 /PRNewswire/ -- NatGold Digital Ltd. ("NatGold" or the "Company") today announced that it has entered into an agreement with ECM Capital Advisors Inc. ("ECM") to support the ...

In today’s "Crypto for Advisors" newsletter, Aaron Brogan from Brogan Law breaks down the history and business model of digital asset treasuries. Then, in "Ask an Expert", DJ Windle from Windle Wealth ...

While most wealthy investors want expert guidance on digital assets, many are skeptical that their advisors are able to provide it, said a new survey by CoinShares International Limited, a global ...

If you follow the market news about bitcoin, you will have seen the price increase at the end of 2023 in anticipation of U.S. approval of spot bitcoin ETFs. Applicants had until Dec. 29 to update ...