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The S&P 500 took a dive and then staged a rally. Why? I have no idea. The equity market will "discover" reality and the big dive will happen. Tough to be short BUT what a feeling to be short in a downside panic.

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

  As fall sets in, the industry has continued to churn. New products, it seems, are always in fashion. TS Imagine launched a new dashboard. Planatir is going...

Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.

For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...

Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

The drop in U.S. credit ratings did not slow things down in the industry. Then again, the downgrade is a sign of the chaotic times...

Wealth management firms are experiencing a growing sense of urgency to modernize their back-office operations and bring them into better alignment with the front-line of their business.

Happy Independence Day (on July 4 in the US) and happy new month! It seems things may not be so bad after all, following stress...

As we enter a "hot product summer" in the digital wealth industry, inflation seems to have slowed down (for now), and the focus is...