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Financial markets are awash with risk right now, said Rick Bookstaber, founder of Fabric RQ, but one risk category that investors likely won’t have to worry about long-term is geopolitical.

By Christopher Robbins I’m still an optimist To borrow a bit from...

Similar to last week, we're seeing our top deals come in at $200M-$250M again this week. Last...

CHICAGO – May 17, 2022 – Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it...

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

While the “Rule of Three” isn’t enshrined in any regulatory code or compliance protocol, it is a fitting construct for discussions of regtech in the private equity space today. Without question, the private equity space comes with a highly dynamic regulatory and legal environment, and this drives the kinds of technology solutions needed to address a constantly changing ecosystem.

LaSalle St., a Chicago-based group of wealth management firms, introduced its new Technology Learning Center earlier this week....

Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.

The proverbial elephant in the room is, without a doubt, the deteriorating markets and we suspect this will continue to be the case for some time.  We have a plethora of great insight from our thought leaders on how to address this through risk mitigation, automation, alternatives and more. READ UP!

CalTier, a disruptive fintech investment platform launched a crowd-funded investment raise, harnessing  some of the very regulations it uses to bring investment opportunities to the masses to raise funds itself.