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By Chris Robbins It was a slow holiday week in the wealth tech sector, but a busy week...

Having previously said that he’s “not a fan” of Bitcoin, Trump seems fine with using Bitcoin’s technology for the creation of an equally ephemeral but profitable web3 community.

A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.

By Michael Nessim and Val Peters Rayevskiy Financial advisors will always consider changing firms to better their situations – even during the worst market conditions....

By Christopher Hamman The holiday week started with quite a bit of drama.  Sam Bankman-Fried was extradited to the US, with a New York...

Don't worry, the Fed has a handle on inflation. Don't worry, regulators will make sure your crypto investments will be safe. Don't worry, the government is ready to help you. Rest well in 2023.

Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.

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

2022 has been an eventful year for cryptocurrency, to say the least. The cryptocurrency industry experienced major trauma. A lot of this pain was self-inflicted and there are people to blame.

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.