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Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!

Welcome to 2024! The industry kept the hits coming over the holidays, with new and old players showing their strengths. The SEC continued with its...

The new year revved up with everyone fired up and ready to go! That said, SBF can breathe easily (for now) ICE added options...

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

Financial inclusion is the goal of ensuring that everyone, regardless of their income, location, gender, or other factors, has access to affordable and appropriate...

The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.

We wish everyone a Happy New Year!  To review Part 1 of our 2023 year in review in digital wealth. click here.  Now onto...

As we step into the New Year, the tech world is poised on the cusp of a monumental shift, particularly in the realms of Augmented Reality (AR) and Virtual Reality (VR).

Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.

The recent updates by The Financial Accounting Standards Board (FASB) on fair value measurement standards for digital assets mark a pivotal shift in how businesses can report their crypto holdings