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Advisors today face huge deficits in knowledge, services and products in the cryptocurrency space when compared to retail financial services firms. John Sarson has recognized this when he founded Sarson Funds and now has a full team working to fill the gap.

Cryptocurrency investment and education firm Sarson Funds along with Quincy-based QUBIC Labs announced a new collaboration designed to make the historical City of Quincy a major blockchain technology innovation hub

For the next feature in this series, we’d like you to meet Jahon Jamali of Sarson Funds, an independent provider of blockchain technology and cryptocurrency marketing and educational services focusing on the financial professional community and their clients.

EB-5 fund Managers are not investment experts yet they must make a momentous investment decision when it comes to the redeployment of investor funds. This decision can impact the chances of immigration success for investors — and possibly lead to legal challenges down the road.

Fintech and data firm Refinitiv (through it's Refinitiv Lipper division) has just released the results of a Q3|20 report noting that AUM in exchange-traded products and mutual funds rose $1.024 trillion.

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

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

In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...

Friends, this week we celebrate the second cohort of wealthtech accelerator The Founders Arena. Our industry needs advocates like this to help mentor growing companies! Meanwhile, you'll find all the latest wealthtech, defi, fintech and VC deal news right here!  READ UP!