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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!

The industry calmed down as the post-holiday activities resumed in earnest. NASDAQ launched an interesting IPO data tool; CME and DTCC revealed a cross-margin...

"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...

In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.

The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.

By Christopher Hamman According to government job numbers, which were better than expected last week, the US economy...

Jack Dorsey is shaking things up at Twitter. Ready or not the holiday season has kicked off, and the threat of yet another COVID variant coupled with the supply chain disaster has American shoppers shifting gears. BNPL firms are enjoying the spotlight, and Mark Cuban shares how he sees crypto maturing.   

The Casper Network’s mission is to create a collaborative blockchain that supports a robust community of smart contract and decentralized application creators. CasperLabs aims to be a leading solution to the blockchain trilemma, a three-factor functionality problem in achieving a scalable, decentralized, and secure blockchain.

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...