The Next Era of Holistic Wealth Management

Technology has continuously transformed the wealth management industry, and today marks the beginning of a new era.


The Basics of Reg BI

The SEC implemented Reg BI three years ago but some companies still aren't compliant. Here's what you need to know.


Embedding Compliance into the Wealth Management Workflow

In the finance industry compliance isn't a nice to have, it's a need to have. Here are five tips to integrate best practices into your everyday wor...


CapIntel adds Paul Williamson to its Impressive Roster of Advisors

Technology Industry Veteran Brings Over 20 Years of Experience to CapIntel


Building Client Confidence Through Trust and Holistic Wealth Management

Building client confidence takes time. Incorporating the four key elements of trust and taking a holistic approach makes it easy.


CapIntel Expands Advisory Board Members in the US Market With Appointment of Lowell Putnam

Seasoned FinTech executive will help expand market share in the North American wealth industry to enhance fundraising potential.


5 Tips to Choose the Right Technology Partner

The right technology partner will make your workday efficient, effective and streamlined. The wrong technology partner will give you a headache. To..


To ESG or Not To ESG

Environmental, Social, and Governance (ESG) are three words—or three letters—that have become a hot topic in the investment world. But what is ESG investing in 2023? Why is it a controversial topic? And what should wealth management firms do about it?


CapIntel Announces Rob Foregger As New Advisory Board Member

Forreger brings FinTech and financial services growth experience from Personal Capital, NextCapital, and Product Lab.


Middlefield Partners with CapIntel to Support Clients with an Innovative and Intuitive Analytics Platform

This partnership will introduce CapIntel’s platform to Middlefield’s sales team and support them to build a more successful and efficient practice.