US RIA WealthTech Landscape Report

The first edition of Wealth Mosic's US RIA WealthTech Landscape Report (US RIA WLTR) is now...

Living in the world of the mobile people

Living in the world of the mobile people

We live in a mobile world – the way that people communicate, shop, and consume information and...

SideDrawer has been selected as an Excellence Awardee

SideDrawer Selected as an Excellence Awardee for WealthTech Service Provider of the Year

SideDrawer has been selected as an Excellence Awardee in the 8th annual Wealth Professional Awards,...

TCO

Total Cost of Ownership (TCO): why a SaaS Approach Pays?

In the SaaS world, the cost of the license is only a fragment of the true cost a wealth...

FinTechs should work with each other

Why FinTechs should work with each other

Collaboration between FinTechs can make for a better overall proposition for advisors says Ali...

Securing Sensitive Data, Improving the Client Experience

Michael van Lierop, Founder of New Outlook, published a great blog describing how their clients are...

Why Retirement, Pension, and Group Benefits are Major Targets for Cyber Attacks

Retirement plan participants' financial and personally identifiable information (PII) is stored...

How document storage and collaboration tools are integral to holistic financial planning

Holistic financial planning and wellness requires a more diverse range of inputs to get to a...

How to Protect Your Business From Cybersecurity Breaches

Understand that cyberattacks don’t just target big businesses.When data breaches become known on...

Get all News Updates to your inbox.

Easy email reminders who count on the weekly recap.