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Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to its...

According to CB Insights, the global venture ecosystem continued to cool off in Q1'23 as funding decreased 13% quarter-over-quarter to pre-pandemic...

Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? ...

By Mike Wilkins Like so many other people shaping the conversation in the world of blockchain and digital currencies today, the route Jahon Jamali took...

Typically, the combination of market turmoil, economic uncertainty and a surging interest rate environment would present big picture challenges for asset managers, especially in...

"De-Dollarization." What does that mean? In blunt terms, it means 'we don't want your U.S. dollars anymore.' This is not new news. The move...

Friends, we have a new zoomcast series launching in April - "Fintech & Philosphy"! Watch for it here & on LinkedIn!  In the meantime, SO MUCH NEWS and new thought leadership for you this week!  READ UP!

It seems that banking and cryptocurrency are top of mind for investors and US policy makers at the moment. We are seeing an about-face from the Federal Reserve when it comes to their treatment of crypto assets.

Another week is in the book for advisor tech news, and it was a busy one indeed. Aside from the rescue of...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard of Athena. Dr. Howard oversees Athena’s ongoing research which has...