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After announcing significant investments in technology as part of a broader digital transformation strategy late last year, Advisor Group is following up with a wave of senior management team hires.

On trading desks of Olde, most institutional traders nicknamed agency-based retail orders as “the red headed step-child.” One may dislike the saying, but nonetheless that’s what retail flow was coined back in the day.

CANADA'S SEIZING OF PROTESTORS BANK, BITCOIN AND EVEN CROWDFUNDING ACCOUNTS IS JUST PLAIN SCARY. SAME THING HERE IN U.S COMING? DOUBLE SCARY.

This week we celebrate our 50th DWealth Muse podcast with Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech.  Another week of fascinating posts!  Read up! | Cindy Taylor, Publisher

This Bitcoin vs Gold debate seems like an age-old argument but in reality it’s only a few years old. Of course, gold has been around 5,000 years and bitcoin only a little over 12 years so it’s not a really fair (certainly not to gold) comparison.

As the pandemic sent more people to remote work and prevented seminars and face-to-face meetings, reaching clients and prospects with relevant content became a powerful tool for business development.

Over the past two years, change has accelerated within the financial and technology industries, and Orion has pivoted to keep up, helping advisors solving investment problems & addressing issues with the end-investors.

Thanks to a clearing regulatory picture and continued mainstream adoption, there are now several ways for advisors to work with cryptocurrencies on behalf of their clients.

As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.

RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.