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Happy Independence Day (on July 4 in the US) and happy new month! It seems things may not be so bad after all, following stress...

Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So...

This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...

As we enter a "hot product summer" in the digital wealth industry, inflation seems to have slowed down (for now), and the focus is...

Despite expectations from several angles, the Fed kept interest rates steady on the latest round. Per the implications of this (non)action for the American economy,...

There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...

By Christopher Hamman The Canadian wildfires and its effects show how fast things can change.  Our thoughts and prayers...

By Christopher Hamman Gary Gensler stepped in when we all thought we were in for a hot crypto summer. Then again, regulatory pushback is...

By Christopher Hamman Happy new month! As we all heave a sigh of relief with the end of the...

Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.