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BTC, at time of writing, is trading above $21K & has now recovered more than 35% from its November low of around $15K. Other cryptocurrencies have seen even greater recoveries, albeit off even more dramatic declines.

In this article, we discuss the 4 ways that blockchain and crypto are changing things for Real Estate Professionals via crypto, tokenization and multiple utilizations of NFTs.

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.

Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...

You've heard of the FTX debacle, right? You know who Sam Bankman-Fried (SBF) is, right? You're "aghast" at all the details and the cavalier...

Well, it's happened. Or, is happening. Global economies have put the Covid19 pandemic in the rear view mirror (oh, except China) with a huge sigh...

As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.

Amit Dogra is nothing if he isn’t passionate!  For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s...

Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn.  Kobus is well respected not only in his...

For years, industry pundits have been sounding the alarm:  The number of financial advisors at or near retirement age is outpacing the number of...