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Some new names in our column this week (hooray) with a blend of fintech genres. Remember, we...

Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher

What exactly is, or was, the "new normal?" Going all the way back to the financial crisis of 2008-2009 (remember...

BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor...

OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...

INDIANAPOLIS, IN – Sarson Funds is pleased to announce that they have received the Investor’s Choice award in...

In case you haven’t noticed, there is a war going on. However, this war is not in the Ukraine. Nor is it against Russians. Rather, these battles are being fought right here on US soil, with regulatory bullets, against decentralized finance and digital assets.

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.

Long-time custody space leader Jim Dario was recently named the Head of SageView Advisory Group's rapidly growing comprehensive...