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As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

Data Data Data! Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases.  Meanswile, AI continued to...

In today’s wealth technology update, the dis-intermediators are making a splash.  I think most of our readers anticipate—or dread—the day when disintermediating...

All hell is loose for CZ... It seems that way (for now). That said, (it seems) the Senators at the Virginia Capitol think crypto (really)...

Happy President's Day! The industry continued in its stride post-valentine, with partnerships and new product launches. That said, State Street's ETF solution is available...

Turn it Up! The 'funding winter' of 2023 is behind us, and forward-thinking suggests that 2024 will be the year to thaw...

What would the crypto regulatory landscape look like in 2024? No one knows, with the world spinning in several directions!  Meanwhile, as we look back...

A (crypto) house divided against itself cannot stand. The CFTC and SEC are going in opposite directions. Then again, Rostin Benham said he and...

Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots.  I'll be honest - I'm the crazy lady yelling at the phone while these things ask me WAY too many irrelevant questions, but they are an important tool and will no doubt get better over time. READ UP!

The cryptospace continued to hum along with the regular issues happening like clockwork. SBF is guilty. That's what the jurors decided. The DoJ seized 30k Ethereum tokens. Solana...