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

At the risk of stating the obvious, we believe that there currently exists a disconnect between Wall Street’s view of what digital assets & blockchain technology have to offer the financial industry and indeed the world.

By Christopher Hamman Editorial Note: We decided to pivot away from Sam Bankman-Fried and FTX because of the rapidly developing situation. We will...

Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed.

Summary: “Your advice is not as good as you think.” – Derek and Adam have a unique debate on how we can rethink the...

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...

Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP!

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...

There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.

By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh...