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With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.

Smart contracts use bitcoin’s blockchain technology to create immutable chains of transactions that cannot be reversed or disputed. This allows parties to trust each other without third-party intermediaries.

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 Happy Presidents' Day! Gary Gensler and his team of miracle workers at the SEC seemed to...

Attorneys engaged in estate planning are already well aware that transferring digital currency requires unique planning methods to ensure a seamless transfer to heirs.

By Christopher Hamman Things appeared to have cooled down in the markets with incoming inflation numbers. The US Treasury...

By Christopher Hamman There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage. The SEC...

By Christopher Hamman Sam Bankman-Fried was banned from contacting his prior employees at FTX & Alameda Research.  Twitter...

By Christopher Hamman Crypto winter is thawing out, or so it seems.  Shocking revelations showed that 86% of Tether Holdings was controlled by only...

As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?