S - search results

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.

Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...

What is a "real" valuation of something? Although there is a lot of discussion currently being bantered about on what the value of bitcoin...

After 40 years, interest rates are now rising to both quash inflation AND get rates back to "normal," whatever that rate is. Let's call this a "Black Bear market."

By Christopher Hamman Last week, FTX founder SBF was arrested by the authorities in the Bahamas.  "FUD" continued to spread throughout the cryptospace, with...

The Wealth Mosaic (TWM) invites you to participate in a new research survey focused on the role and value of technology in the recruitment...

Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...

Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education.  We also review OCIOs and dig into the latest fintech news of the week. READ UP!

By Chris Robbins There were a number of important advisor technology announcements this week ahead of the end-of-year holidays. Carefull announced that it...

As we march along toward the holidays and the end of 2022 - all I can say is, WOW, hat a...