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2025 Connected Wealth Report Special Edition

The #1 reason advisors switch firms is the desire for better technology. 

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Advisor360° FinTech Talk

Get in-depth views on wealth management innovation, insights and strategies from our thought leaders, and financial technology tips you can use today.

Data and analytics (2)

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5 min read

The realities of build-buy-integrate

Why developing software is hard business. Despite software engineering practices being around for over fifty years, the information technology (IT)...

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2 min read

2020: A year in review through the lens of digital data

2020 was a year unlike any other. And many of us are looking forward to turning the calendar page to 1/1/2021 and to a fresh start of a new year…one...

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3 min read

The importance of protecting your enterprise data

How we ensure data you can trust Advisor360° is a product company, but as Jed Maczuba, Chief Technology Officer, highlighted in his recent blog,...

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4 min read

How WealthTech integration captures data’s power

Holistic, integrated technology lets broker-dealers, advisors, and their clients share a common view of an entire book of business Data is the...

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3 min read

Major trends in WealthTech

I’m often asked by co-workers or industry pundits “what’s next?” in the world of WealthTech.