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By Chris Robbins This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape. Morningstar is...

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...

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...

I want to believe. I really do. No, not in Santa Claus but rather all the happy, optimistic, forward-looking economic chatter. But, alas, I just can't. Inflation in the US, came in "lighter" then estimated BUT 7% is NOT good.

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...

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.