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Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?

Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.

Sales assistants are the lifeblood of many financial advisor businesses. Even so, few training programs exist to help...

Being touted as “the first ever, whole-of-government approach to addressing the risks and harnessing the potential benefits of digital assets and their underlying technology”, President Biden just released his anticipated Executive Order on how he intends to tackle digital asset innovation.

March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the...

THE NEXT FEW MONTHS ARE GOING TO SHOW HUGE INFLATION SPIKES. WILL THE FED STEP UP THE RATE OF INTEREST RATE INCREASES? WILL THE BOND MARKET DO THE FED'S JOB FOR THEM?

Friends, this week we ask you to consider the MANY headwinds facing the markets presently. We also delve into entertainment NFTs in our podcast series & with Jamaica announcing it will be launching a new CBDC soon, we can't help but wax nostalgic back to the 80's & the (in)famous Jamaican bobsled team. Ya mon. READ UP!

If the crises of the last decade have offered any lessons for the wealth management industry, it’s that advisors need to improve the quality and frequency of their client engagements.

Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...

Last week we proclaimed we saw a pullback in funding, but we should know better. We do...