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Happy Valentine's Day to all you lovers out there. If I could make custom candy hearts with VC messages, they would...

Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In...

Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore the Fed.

The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.

As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

By Christopher Hamman The US Government continued digging its heels on crypto regulation with mixed reactions from congress.  “Crypto-skeptic” Goldman Sachs indicated that Bitcoin...

Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.

By Chris Robbins It was a slow holiday week in the wealth tech sector, but a busy week...

Having previously said that he’s “not a fan” of Bitcoin, Trump seems fine with using Bitcoin’s technology for the creation of an equally ephemeral but profitable web3 community.

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.