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The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.

In the News

The ‘largest T3 ever’ makes one thing eminently clear: The advisor tech world is ready for a return to in-person meetings.

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Industry Trends

Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors.

In the News
Industry Trends

A new approach is needed for the creation of digital ecosystems, one where advisors can design and host them.

In the News
Industry Trends

INVENT expands into the Real Estate industry with the launch of the “MyDouglas” agent portal that provides a premier, customizable, and mobile-friendly experience that integrates…

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The summit will feature keynotes and educational sessions with project leaders at Microsoft, Uber and Samsung. The goal is to give coders working in wealthtech…

In the News
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