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Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.

SEEMS EVERYONE NOW ACCEPTS THAT INTEREST RATES WILL RISE, INFLATION WILL "RUN HOT" AND ALL IS GOOD. IT IS NOT. THOSE THINGS REALLY DO MATTER, NO MATTER WHAT THE CONSENSUS THINKS.

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.

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.

Everyone who works at your firm has different needs, routines and workflows. If your CRM only allows for a single view common to all of your stakeholders, it’s a sign you’re in need of an improvement.

With the holidays and then COVID hitting our household, we've taken a brief respite from publishing our weekly...

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

Capital Brokerage, a national life insurance and annuity distribution company, announced this week that it is acquiring Quotacy, an insurtech firm.  The transaction also includes the acquisition of Hallett Financial Group, a life insurance brokerage general agency owned by the same family that launched Quotacy.

Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai

With the holidays, we took a week off from this column, but we're back at the end of the year and HOLY CANNOLI - have we got some big deals to include - including a $1B Equity transaction. Just goes to show that you can't be asleep at the wheel if you're covering the fintech sector - it doesn't sleep - and the money keeps flowing in ever larger transactional amounts.