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Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.

The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...

Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP!

As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.

Famous four words. This time it's different. Those words usually "pop up" in order to justify why financial markets behave counter to common sense. Until they...

By Teresa Leno A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...

In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to...

Politics and regulation- The VC world is waiting to see how the SEC intends to regulate the industry, thanks to more...

By Christopher Hamman Things became pretty interesting in the decentralized space.  Paxos received more than its fair share of knocks from the US regulatory...

Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.