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By Chris Robbins There were a number of important advisor technology announcements this week ahead of the end-of-year holidays. Carefull announced that it...

By Chris Robbins As the weather turns cold, the news in digital wealth continues to heat up. In banking...

As we march along toward the holidays and the end of 2022 - all I can say is, WOW, hat a...

By Christopher Hamman Editorial Note: We decided to pivot away from Sam Bankman-Fried and FTX because of the rapidly developing situation. We will...

Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed.

By Michael Partnow Tick, tick, tick … The ‘ticks’ seem to be accelerating, and now I am hearing gong,...

Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...

One more "shoe" to drop? Real estate. I know, gotta get that house now, right? Ah, no. Be ready, be smart and be prepared. Bear markets can (and will) get very nasty.

Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP!

There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.