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In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

Quality (over quantity) It's been an almost absent year for M&A, but tech valuations are rising, especially for later-stage startups. Despite fewer...

Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for?  Check out this week's feature story and you will! READ UP!!

Happy Veterans Day (in arrears). BlackRock was at it again with an Ethereum ETF application. Justin Sun has his hands full. Polionex got hacked and lost...

Family offices that invest in cryptocurrencies must understand the importance of diversification to mitigate risks and maximize returns, but before diving in, it's crucial to understand the crypto market.

It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

In an important step, President Biden has signed a comprehensive Executive Order to oversee and regulate the implementation and growth of Artificial Intelligence (AI) across the United States.

"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

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!