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Politics and regulation- The VC world is waiting to see how the SEC intends to regulate the industry, thanks to more...

Friends, Summer is drawing to a close, Labor Day is over & now we're looking to Q4.22, even amidst troubling inflationary numbers.  Need the 411 on markets and where they're headed next plus the latest industry news & fundings? READ UP! | Cindy Taylor, Publisher

By Christopher Robbins The Queen is dead. Long live the King. Anglophiles get a lot of grief in the U.S., and for good...

Especially with current market volatility, the best way for advisors to work with cryptocurrencies on behalf of their clients may be holding digital assets in professionally managed cryptocurrency accounts.

The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client...

Thanks to a clearing regulatory picture and continued mainstream adoption, there are now several ways for advisors to work with cryptocurrencies on behalf of their clients.

The role of an advisor has shifted in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has quickly become commoditized in our industry.

Advances in technology and industry consolidation are blurring the once-tidy lines between different players in the financial services world. Broker-dealers moving beyond commission-based service adopt tech and more.

The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform the kind of stand-alone asset management that has quickly become commoditized in our industry. Now, our clients need our help to get them to their financial goals.

Competition for new banking customers between large established traditional banks and the new 'challenger' (a/k/a digital banks) banks has taken a new twist. Challenger banks like Starling, Revolut, Chime and others have "attacked" the traditional banking industry with little or no fees, innovative services and products, easy to use apps and no branches