Hubly integrations with Jump, GReminders, and Pulse360 are force multipliers for advisors seeking simplified workflows.

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means ...

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

If you’re reading this, chances are it represents a shrinking proportion of the content you consume in written form. While text is far from gone, engaging and easily digestible video is rapidly ...

[Digital Vaults continue to rapidly evolve from a “nice-to-have” virtual equivalent of a safety deposit box for critical advisor and client-facing documents into a “must-have” technology to power a ...

With every click and swipe, the way we live, work and connect has been reshaped by technology. As our clients' expectations evolve, so too must our approach to meeting their needs. Technology is ...

Technology is an important part of an advisor’s value proposal when working with clients and prospective clients, but advisors aren't doing enough to tell clients how technology will help them, ...

If you regularly read wealth management media, you’ve likely seen the name Tim Welsh. Welsh is a frequent speaker at events and a consultant to firms looking to navigate the investment advisory ...