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BACK OFFICE HEROES: Meeting Client Expectations in the Age of Evolving Trust

When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.

REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped

A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.

Crypto Regulation in the U.S? Like Shining Up a DC-3

Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So...

Top 5 VC Deals of the Week in Fintech (3/29/23)

Go get the money… You've proven you can survive and manage your cash, all of you startups who've bootstrapped with no VC;...

Decentralized Diaries For The Week of 1/24/23

By Christopher Hamman Crypto winter is on its way out! Token prices continued to rise, regardless of the continuing contagion and enforcement actions taken...

COMPLY C-Suite Appointments Support Continued Integration

COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...

Decentralized Diaries For The Week of 12/12/22

By Christopher Hamman Editorial Note: We decided to pivot away from Sam Bankman-Fried and FTX because of the rapidly developing situation. We will...

REAL CLEAR CRYPTO: Crypto-Curious? A Guide to Digital Asset Exposure

Massive institutions and working-class professionals alike are demonstrating unprecedented demand for digital assets. For many, the question is how, not if, to invest in Bitcoin and other cryptocurrencies.

Crypto Consolidation. The Sharks are Circling.

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

Regulating Crypto? So, Who Does It?

Nothing like a crypto market meltdown (a/k/a crash) to bring out more cries for strong regulation. The public...