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With an estimated $68 trillion in wealth moving from Baby Boomers to younger generations in coming decades, the demand for estate planning services is...

The definition of artificial is used figuratively to describe something as being faked, phony, or contrived The definition of intelligence is....smart. So, if the quant financial programs are using AI, are they "fake smart"?

Friends, it's MARCH already, can you believe?!  This week we discuss volcanoes & bitcoin, RIA M&A and productivity suites plus smart contracts, and SO MUCH MORE! And something new today - I am the guest in the Rethink.Financial Advice Podcast, so make sure to check that out, too! READ UP!

Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.

Time sure flies by fast. Remember way back to November 2021? Bitcoin was in the lofty $60K clouds. Only a few months earlier (Sept....

To create high-quality content for your organization, consider working with a subject matter expert (SME). Hiring an industry-specific copywriter can benefit your organization by writing content for your SME.

Consolidation in the RIA market continues to prove an intriguing hot topic, no matter the prevailing wisdom regarding potentially negative effects of economic policy...

By Christopher Hamman What a week!  SEC chair Gary Gensler finally toed the line, classifying the Altcoins as securities, with crypto lawyers coming after...

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

By Christopher Hamman With key inflation numbers rising, many people wonder if the US economy will rebound as...