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The wealth management and financial advice industries will continue to grow, according to Chip Roame, founder and managing partner at Tiburon Strategic Advisors, but in the decades to come it might look very different.

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.  Edelman Financial Engines and...

A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...

Friends, "A Midsummer Night's Dream" comes to mind as we close out July. Truthfully, it's been since college that I read the full works of Shakespeare and I had to look up the summary as a refresher. Turns out, lots of magic and trickery are involved - not dissimilar from the current stories behind crypto conosolidation or the markets in general you'll find in our newsletter this week. READ YE UP!

By Christopher Robbins “Never count your chickens before they hatch” should be a maxim...

Happy Summer, Friends!  We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP!

By Christopher Robbins It was a busy week for financial markets as reactions to...

If the wealth management space is any indication, the economy is humming along just fine. RIAs are hiring top talent and gearing up for more of a digital push. Let’s dive in.