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Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.

Even before the pandemic upended traditional prospecting channels, many advisors saw the potential advantages of embracing social media. Facebook alone had more than 2.7 billion monthly active users in 2020. But it hasn’t always been obvious to our industry what could - and should - be done with social media.

The world looks different depending on what level of advisor-facing fintech a company operates on.

Fintech Funding Five Fintech dealmaking stayed active through mid-January as capital concentrated in infrastructure-led platforms with clear monetization paths: regulated stablecoin payments, brokerage APIs, digital...

Welcome! Let’s not waste  words with a clever introduction this week—let's jump right into some AI & Finance data before going through a very long list of headlines.  Almost three-quarters of financial...

AI Inflection, Integration, and Institutional Imperatives This week’s developments in artificial intelligence underscored a decisive shift from experimentation to structured deployment across government, enterprise, and...

What a difference a week makes.  If you were with us last week—and we forgive you if you weren’t--you were treated to a...

Agents, Architectures, Alliances — and AI’s Agenda The transition from 2025 into 2026 saw artificial intelligence shift from retrospective growth narratives to forward-looking institutional frameworks...

Happy New Year and welcome to the first Advisor Tech Talk of 2026!   We don’t know about you, but we’re a good five days into writing...

‘Tis the season to be merry.  And brief.  Welcome to a surprisingly busy end-of-the-year Advisor Tech Talk. In a period of muted news, wealthtech is...