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Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

Friends, change is in the air.  While crypto markets experience a chilling effect from recent SEC regulatory actions against Coinbase & Binance, industry pushback has been loud and strong and you'll see some of that here today, too....READ UP! 

Many advisors who have had a love-hate relationship with technology are coming to embrace tools necessary to evolve and grow their practices for the future.

There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...

By Christopher Hamman The Canadian wildfires and its effects show how fast things can change.  Our thoughts and prayers...

By Christopher Hamman Things picked up steam last week as everyone settled down and business as usual returned.  The...

By Christopher Robbins A belated happy Independence Day! There’s nothing like...

Happy Summer, Friends!  We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP!