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Where is the smart money going?  What is the world’s largest asset manager investing in?  With all the talk of companies investing in AI...

Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...

Industry-first offering unlocks the taxable market for Advisors by combining the power of BlackRock Model Portfolios and 55ip's sophisticated tax technology to...

Friends, this week Bill Taylor ponders the question - is Jay Powell about to be out of a job? We also delve into the ramifications of the coming bitcoin halving event. And of course, each week we provide all the news you can use in digital wealth, decentralized finance, fintech venture capital deals and wealthtech. READ UP!

Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

Industry maturity (a rare occurrence) unfolded with the sector getting into gear. Institutional players dictated the pace of events. Only time will tell how far...

Friends, you'll find the most important industry news here, including a chock full Advisor Tech Talk column (that we thought would just be a synopsis of Q1 because we thought it would be a slow news week) Boy, were we wrong! READ UP!

Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collaborations...

Friends, my AI-generated March Madness bracket is FLAILING! My husband is ranking well ahead of me in our charity pool and GLOATING over it! Meanwhile, check out our post with the Easter Bunny, who has some "eggs of thought" for you this week!  We wish all who observe the Easter holiday a beautiful celebration.