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Osaic Reports $22 Billion In Recruited Client Assets For 2023, A Year That Also...

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Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...

Crypto Sector Consolidation is Underway & BTC Adoption is Flourishing in Other Countries

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Ah, crypto. Much followed and certainly debated. As everyone is aware (or, almost everyone) this year has not been kind to the...

Crypto Consolidation. The Sharks are Circling.

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Well this isn't taking long. It seems like just last month or so, several...

What’s a Good Thing? Consolidation in Crypto.

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Change is in the air. Change is inevitable Change is also under way in the crypto sector. And, it's a good thing. Sounds crazy, doesn't it? I mean blockchain, bitcoin, crypto etc. are all based on decentralized finance (DeFi).

It’s Time For Crypto………Consolidation

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The frenzy has cooled. Speculation has subsided (for now anyway). Losses have mounted. So after over a decade...

Advisor Tech Talk (Week of 3/25/24)

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their...

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At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.

AdvizorStack: An Outsourced CTO for Small- to Midsized RIAs

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Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...

Advisor Tech Talk (Week of 2/6/24)

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It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...