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There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible. The landscape is evolving,...

How much VC capital is enough? When searching Google for "how much VC capital a startup needs to launch,"  Google displays "how...

Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...