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Innovation continued to rule despite higher temperatures. That said, it seems the grass is greener on the other side for many Americans. Another credit card is...

This week in advisor tech headlines, we have a bevy of AI-infused briefs.  While the traditional wealth tech industry seemingly took a...

Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite executives! * *...

Friends, we're back with a new week's look at the venture capital sector in fintech.  We have...

Friends, if I could sum up the week in two words, it would be this - CONTROLLED CHAOS.  We're seeing it in markets, crypto, COVID (yet again) and we saw it this week as we put this newsletter together as well.  Yet in the end, the smart people adjust their game and transcend the chaos - in business and life. And we're here to help you navigate through it all. READ UP!

By Gregory Bilecki TWIDW 5/3/22: Fed News & Market Impacts - watch out for market...

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts.