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The industry hummed along into the new month as the first leaves of the fall showed their gold colors. Partnerships continued to thrive, paving...

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Friends, my AI-generated March Madness bracket is FLAILING! My husband is ranking well ahead of me in our charity pool and GLOATING over it! Meanwhile, check out our post with the Easter Bunny, who has some "eggs of thought" for you this week!  We wish all who observe the Easter holiday a beautiful celebration.

This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector.  Market glitches occurred...

The industry calmed down as the post-holiday activities resumed in earnest. NASDAQ launched an interesting IPO data tool; CME and DTCC revealed a cross-margin...

The development and maturation of fintech continues to accelerate, but it was a particularly eventful week in the universe of fintech-related ETFs and funds.