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Friends, life is complicated these days. I'm somewhere between watching skateboarding cats on YouTube for comic relief, hoping fervently for civility and compassion in our country's highly overheated politics, and deeply caring about the content we create each week for our readers, which we have more of today...READ UP!

What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Friends, this week our CEO explores disinformation vs. common sense in markets, future elections and more while we see three VC fundings this past week hit $100M+ again - are we back to the go-go days of fintech venture? All this and more digital wealth and AI sector news right here...READ UP!!

Even during a holiday week, there were plenty of wealth management headlines to report.  Sure, Juneteenth is relatively new as a federal...

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

Friends, we think you'll like our lead story this week - I can certainly identify with it, as it's a bit hard to know what to watch these days. Meanwhile, we have SO MUCH NEWS to report along with an interesting op-ed on digital assets....READ UP!!

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

Friends, we like to deliver the news - just the news - on the finserv technology industry, and then pepper it with some solid thought leadership.  But every now and then, we'll also lthrow in a jolt - akin to a cold shower - like our Gray/Black Swan piece this week - just to make sure you're awake. READ UP!!