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When it comes to portfolio construction, there are a variety of ways to measure risk. However there are no hard and fast rules for determining the right level of risk for an individual client, and investment and wealth managers alike need to incorporate sophisticated risk management strategies in addition to ascertaining their clients' tolerances. 

Financial markets have taken investors for a ride in 2022, but there are brighter days ahead, according to Orion Advisor Solutions & Brinker Capital Investments, who recently addressed the volatility in a webinar.

After last week's report, we had some concern that the fintech VC sector was starting to lose it's luster. For the first time, we saw a Top 5 deal come in under $100M, and it's been some time since we've seen that. Not to fear. Apparently last week was a temporary "seasonally adjusted" blip, and here we are back in $200M+ territory again.

Apple is in growth mode and is eyeing merchant payments in addition to the metaverse. Consumers are spending and saving money even in the face of the pandemic. Walmart’s fintech arm has joined the race for a financial super app. JPMorgan made a fintech splash in Greece.

With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in stride with the future of sustainable finance and ESG investing.

As a forward-thinking advisory firm, you know that to stay competitive against changing market forces, your services need to create value for your clients and your operations need to meet SEC compliance regulations.

OIL IS HIGHER. INFLATION IS HEADING UP, NOT EASING. INTEREST RATES ARE BEING HELD BACK FROM DOING WHAT NEEDS TO BE DONE (STEM INFLATION). BAD OMENS.

Many wealth management firms have experienced technology providers who have oversold their software’s ability to catalyze growth in both AUM and number of clients.

Like the wallet in your pant pocket, digital wallets have several subaccounts—like the various credit cards, debit cards, membership cards, ID’s—for each asset type.

So just what is a "Tonga Year?" Well it's the start of a year that just seems to have caught everyone by surprise and disrupted (or, let's be real, blew up) some huge hopes and dreams.