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“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.

Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded.  Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!

Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

No matter how the politics in Washington play out, you can count on investors making tax management a larger part of their decision-making process.

Friends, our CEO mentioned that he's researching DWN for historical info for his content this week.  We love being the resource you can use for delving into digital wealth - past, present & future. READ UP!

Friends, is AI REALLY that smart?  We  also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!

Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency. 

Friends, what news is news?  We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!

By: The Wealth Mosaic Our survey of C-suite/C-level executives across the various segments of the wealth management industry in the US pinpointed the importance of...

You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...