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By Christopher Hamman As we all prepare to kick back for summer, things seemed pretty sunny in the cryptospace (for the most part). Then...

By Christopher Hamman We hope you enjoyed a Happy Memorial Day! With treasury yields falling, many think this is...

It was another big week in advisor tech news. Of course, the biggest news of the week (already covered in our last...

In April, Advisor Group formalized its plans to consolidate its network of firms under one new brand – promising wide-ranging benefits from tech consolidation...

First, to be perfectly clear, THIS WEEKLY REPORT IS NOT AI-GENERATED. You don't need any type of intelligence to know that the financial markets are going nowhere. Summer mode is setting in.

Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more!  READ UP!!

A back office hero is someone who ensures the behind-the-scenes work is taken care of in a wealth management firm so others can devote more of their focus to helping clients, said Ryan George, CMO at Docupace.

There are two primary types of blockchains: public and private, each having its unique advantages, and disadvantages relevant to different enterprise and industry needs.

As face-to-face meetings and prospecting decreased, having a digital presence became a life-and-death situation for most firms, prompting MarTech buying decisions.

By Chris Hamman Central Bank Digital Currencies (CBDCs) recently picked up steam. Several countries have explored pilot projects with mixed success. CBDCs have faced widespread adoption...