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The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

At its second annual Opening Doors Impact Night, the Gateway Foundation honored outstanding contributions to Diversity, Equity and Inclusion (DEI) within the investment management...

Friends, this is the week we launch our new "AI & Finance™" newsletter - an idea several months in the making that got clarified at a pool in BelAir - that's how creative minds work! Meanwhile, make sure to read "The Election, Football & Markets" - it will help you make sense of this wild & crazy world we're living in at present!

How well are things going to turn out for the cryptospace by spring? Well, the answer might surprise you (we are keeping our cards to...

Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.

Does valuation = profitability? This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...

Friends, check out our latest "Fintech & Philosophy" zoomcast and our latest take on the old adage "Sell in May and Go Away".....READ UP! | Cindy Taylor, Publisher

Anybody remember THE BLUES BROTHERS out there?  One of my favorite movies EVER (I love the blues,...

By Christopher Robbins Just as volatility, recession and inflation have become part of the...