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More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.

Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

Beginning very soon you will be subjected to every market "guru", analyst, fortune teller, tiktok genius and lunatic forecasting where things are going in 2024. Take your time and realize few were right in 2023.

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...

Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

The New York-based compliance software, consulting and education resource company COMPLY recently announced the launch of a digital asset trade monitoring program. Working with...

Looks like the race is on. ETH and gold. The bets are on ETH ultimately trading above gold. Bitcoin surpassed gold way back in 2017 and never looked back. It's ETH's turn.