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For those of you who haven't gone out to fund-raise to this sector, let me share a little about it with you. You come to an institutional investor with a new strategy - backtested and perhaps even running money currently. They then look at you and ask for a series of greeks on the strategy - deltas, alphas, betas - god knows what else - and then tell you they need you to have a 3 year live track record and at least $200M in AUM before they can continue the discussion.

Within the last few months Fidelity Investments, Grayscale Investments LLC, WisdomTree, CBOE/VanEck, NYDIG Asset Management, Valkyrie Digital Assets and SkyBridge Capital have all filed with the SEC to launch a Bitcoin ETF

Product launches moved the needles with a light regulatory touch keeping things in check. That said, governments let the private sector take the driver's...

This time on AI & Finance, we’re going to return to two fairly familiar but timely topics before we press on to an extensive...

Friends, The Big Sky AI Roundtable is finally here! We’re excited to welcom our sponsors and attendees to Bozeman for an impactful roundtable discussing the future of finance and the role artificial intelligence will play in it all Meanwhile, the sector news continues and you’ll find it all here below…READ UP!!

By John Sweeney, President, Praxis Solutions As artificial intelligence steadily expands into the business ecosystem, it is transforming many aspects of asset and wealth management. ...

The big dogs ruled the week, with everything coming from the top. Innovation at all stages continued to flow. The bad guys got a...

Friends, some weeks we have SO MUCH CONTENT and this is one of them, though EVERY WEEK I believe we report industry news better than any media firm out there.  Anyhoo, make sure you check out our advance videos for our upcoming AI Roundtable being held herein Bozeman next week...READ UP!

This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...

New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach. Headlines to take...