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Friends, last week the SEC finally approved Bitcoin ETFs to great media fanfare, but author Bill Taylor says NOT SO FAST, folks, in 'GOLD vs BITCOIN vs BITCOIN ETF' Meanwhile, you can find a totally different perspective of the new asset class in this week's 'ADVISOR TECH TALK' column opener. READ UP!!

We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots.  I'll be honest - I'm the crazy lady yelling at the phone while these things ask me WAY too many irrelevant questions, but they are an important tool and will no doubt get better over time. READ UP!

Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

Friends, hoping Thanksgiving was filled with joy for you and yours.  This week we look at VR in 2024 and question why the venerable WSJ is bashing Bitcoin yet again. READ UP!

As we eagerly step into the New Year, the sphere of technology continues to pulse with excitement and innovation. We believe the spotlight will be firmly on Virtual Reality (VR) and Augmented Reality (AR) in the new year.

In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...