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Advisor Tech Talk (Week of 4/22/24)

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Advisor Tech Talk (Week of 2/13/24)

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Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

The Week in Digital Wealth (10/23/23)

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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...

The Taylor Report (11/15/22)

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Even if (if) inflation moderates to, say 6%, it's still too high. Interest rates would have to be 6%+ (7.5%?) To be "normal." that's not in the market. Rates are still going up.....and staying up.

WEALTHTECH INSIDER: Welcome to #FinTok – The Viral Space That’s Bridging the Gap with...

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Finktok, also referred to as Financial TikTok or StockTok, is a subcommunity of TikTok users who provide advice, education, and discussions on personal finance in short clips.

What, Me Worry?

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Markets hate uncertainty, right? NO! What could possibly go wrong??! While sorting through all...

The Week in Digital Wealth (11/30/21)

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Jack Dorsey is shaking things up at Twitter. Ready or not the holiday season has kicked off, and the threat of yet another COVID variant coupled with the supply chain disaster has American shoppers shifting gears. BNPL firms are enjoying the spotlight, and Mark Cuban shares how he sees crypto maturing.   

A Quick Synopsis on How and Why Bitcoin is in the News

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Bitcoin IS in the news and probably everyone knows roughly where the price is, too (the ones that don't probably DO know all Tom Brady's career statistics, though).
Press Release 2

The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best...

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Riskalyze, the company that serves tens of thousands of financial advisors with risk, analytics and trading, today announced the return of its Fearless Investing Summit in Palm Springs, California, from September 29th through October 1st.

Advisor Domain: Email Archiving: The Broker-Dealer’s First Line of Defense with Regulatory Penalties

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The ongoing coronavirus pandemic notwithstanding, FINRA continues to proceed at full speed when it comes to penalizing financial advisors for noncompliance with recordkeeping and supervision obligations. In particular, one recurring area where significant penalties can be imposed is with a financial advisor’s outside business activities (OBA).