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Friends, this week Bill Taylor takes an interesting takeon the bitcoin trade. Meanwhile, during what would normally be a slower summer schedule, wealthtech news is actually ramping up. We also are seeing more blockchain deals in the VC sector again and the news keeps flowing in defi and digital wealth. READ UP!

In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for financial advisors have never...

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...

Last week was (seemingly) all about Bitcoin. That said, the industry hit several (significant) milestones, with regulators following each move in tow. The headlines: There...

Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an increasingly crowded marketplace.

In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...

Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024.  Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...

Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...