Gavin Spitzner, Wealth Management Technology Expert, Dies
February 1st, 2023 | 🕒
https://www.ispeech.org/text.to.speech Gavin Spitzner, a longtime advisor technology expert and president of Wealth Consulting Partners, died Jan. 30. The cause was
Browsing the "Advisor Practice Management" Tag
Will ‘Decentralized Finance’ Be the Next Disruptive Technology? – Barron’s
June 27th, 2022 | 🕒
TTSWill 'Decentralized Finance' Be the Next Disruptive Technology? Barron's Source link
Orion Advisor Solutions Buys Redtail Technology
April 20th, 2022 | 🕒
iSpeech.org Orion Advisor Solutions is buying Redtail Technology, bringing together two technology firms whose software and services are widely used
SEC’s Cybersecurity Proposal Could Hit Small Advisors Hard
April 13th, 2022 | 🕒
Text to Voice If the Securities and Exchange Commission moves forward with its proposal for new cybersecurity rules for registered
SEC Proposes First-Ever Cybersecurity Rule for Advisors
February 9th, 2022 | 🕒
iSpeech.org The Securities and Exchange Commission is proposing new rules that for the first time would establish explicit and detailed
Fidelity Ramps Up Cybersecurity Tools for Advisors
September 16th, 2021 | 🕒
iSpeech Fidelity is aiming to strengthen the cyberdefenses it offers financial advisors with a new third-party tool that promises to
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