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Friends, this week Bill Taylor takes an interesting takeon the bitcoin trade. Meanwhile, during what would normally be a slower summer schedule, wealthtech news is actually ramping up. We also are seeing more blockchain deals in the VC sector again and the news keeps flowing in defi and digital wealth. READ UP!

In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for financial advisors have never...

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...

Last week was (seemingly) all about Bitcoin. That said, the industry hit several (significant) milestones, with regulators following each move in tow. The headlines: There...

Each week we find a new topic for our readers to learn about in our AI Education column.  Artificial intelligence is a great problem solver. In recent...

In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...

Reality is hard to take. Mountains of debt, high cost of living, extreme bullishness. Not a good combination. S&P 500 down on the year. And QUESTION. Over 10 million migrants have come to the US. What happens in a steep recession when they have no jobs? Check with Britain.

This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...