Lori Hardwick News Today

/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike...

Los Angeles-based Docupace, a developer of cloud-based fintech software for the wealth management industry, said this morning it has named Mike Zebrowski as the companys Chief Operating Officer. Zebrowsk

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

The most promising growth opportunities are inside an advisory firm, said industry executives, speaking at the Fearless Investing Summit.

Insights gleamed from the WealthManagement EDGE Conference.

Ric Edelman, Lori Hardwick and investors shaping the industry’s future give financial advisors an insider’s view.

Wealthtech executive Lori Hardwick discusses the developments in fintech that all advisors need to know.

In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.

Francestown resident Lori Hardwick-Way has volunteered during the holidays for years to help those who are less fortunate get necessities and special items for the season, but this year she is shouldering the task almost entirely on her...

After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.