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Friends, this week Bill Taylor discusses the ongoing confusion in financial markets while the advisortech sector continues on a roll and the fallout of DeepSeek continues.  We also want to send our condolences to the friends and family of Patrick Mahoney, CEO of FPA, who we lost late last week after a long battle with cancer..READ UP!

I’m not exaggerating when I say it was, once again, a busy week in wealthtech, with plenty of juicy headlines to...

Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.

Dec. 28, 2023 -- Conneqtor, a pioneering virtual advisor training program, is pleased to announce its acquisition by community-builder and “conneqtor” Joe Moss. This...

Friends, hoping Thanksgiving was filled with joy for you and yours.  This week we look at VR in 2024 and question why the venerable WSJ is bashing Bitcoin yet again. READ UP!

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.