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Advisor Tech Talk (Week of 7/10/23)
A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.
For example, two big TAMPs,...
The Week in Digital Wealth (7/10/23)
A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions.
AI...
The Week in Digital Wealth (7/3/23)
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...
Advisor Tech Talk (Week of 4/3/23)
Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...
Sound Income Group: The Intersection of Technology & Retirement Planning
The confluence of market turbulence and inflation has magnified the anxieties of retirees and near-retirees worried about running out of money. Sound Income Group,...
REAL CLEAR CRYPTO: From Skeptic to Believer – A Brief Look Into My Blockchain...
Though the cryptocurrency frontier was pioneered by computer science enthusiasts, the current wave of digital asset investors represent a much broader cohort
RegTech Stakes Rise as FINRA Intensifies Options Trading Scrutiny
In June, Gary Gensler, Chairman of the Securities & Exchange Commission (SEC), discussed his heightened interest in oversight of options trading, an activity that has continued to increase across the financial markets over the past 16 months in particular.
“The Gray Swan” Vol. 6 A Very, VERY Dark Gray Swan Event?
“Gray swan is a term used to describe a potentially very significant event that is considered unlikely to happen but still possible....