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By Pamela Cytron, President, The Founders Arena January 22, 2024 As 2024 kicks into high gear, I’m excited to share the news that The Founders Arena...

It's tax season! Have you done your numbers? That said, Hidden Road is going deeper into the transaction space Cops think the metaverse works for...

There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...

We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.

Welcome to 2024! The industry kept the hits coming over the holidays, with new and old players showing their strengths. The SEC continued with its...

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

Gazing into a Crystal Ball... If you could see the future, would you want to? While crystal balls may interest some, they...

Crypto offers avenues for financial growth & innovation, but also comes with risks. To protect yourself & your investments, it's essential to exercise caution, conduct thorough research & seek professional guidance.