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AI & Data Quality

Mike Tropeano explores why data quality, lineage and governance are becoming foundational to successful AI adoption in wealth and trust management.

Digital Assets

JUL 15, 2026

Crypto and stablecoins mainstreaming

Explore why regulatory clarity and tokenized securities are positioning cryptocurrencies and stablecoins for mainstream adoption in traditional finance.

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Market Trends

JUL 01, 2026

2026 wealth management trends

Explore the key trends shaping wealth management in 2026, from consolidation and tokenization to cybersecurity and mass affluent growth.

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Cybersecurity

JUN 20, 2026

Security as the bedrock of trust

Discover why cybersecurity is the hidden architecture of trust for wealth management platforms and how resilience underpins every client interaction.

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Digital Assets

MAY 29, 2026

Digital Assets Newsletter – May 2026

Explore the latest digital asset developments in May 2026, including crypto regulation updates, stablecoin oversight, tokenization progress, institutional adoption, and key trends shaping the market.

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Service

MAY 27, 2026

Scale high-quality service

Mike Tropeano explores how people, process, and platform redesigns powered by AI and automation can scale high-quality client service.

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Cybersecurity

MAY 27, 2026

The evolving cyber threat landscape

James Okamura explains how Fi-Tek protects clients with layered defenses and shared vigilance.

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Wealth Convergence

APR 29, 2026

Changing the wealth business model

Wealth management is growing at a rapid pace. Firms who can transform stand to benefit while those who trail risk losing ground.

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Fixed Income

APR 22, 2026

BondNav® and GWES integration

Fi-Tek is integrating InspereX’s BondNav® with GWES to streamline fixed income trading while increasing transparency and execution quality.

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AI Innovation

MAR 20, 2026

AI innovation for wealth and trust

Fi-Tek announces the production rollout of an AI strategy designed to improve operational efficiency, strengthen decision-making, and streamline workflows for wealth and trust firms.

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Partnership

MAR 25, 2025

TrustWealthX unified view

BetaNXT and Fi-Tek partner to deliver TrustWealthX, enabling a unified family view across brokerage, advisory, and trust accounts.

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Event

OCT 07, 2024

Wealth Technology Conference 2024

Highlights and insights from Fi-Tek’s 2024 Wealth Technology Conference covering AI, bots, GWES updates, and industry trends.

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