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OpEd: Financial Literacy in America – We Must Act Now
Financial literacy, or financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently. Understanding how to...
Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...
How Far Have CBDCs Come?
By Chris Hamman
Central Bank Digital Currencies (CBDCs) recently picked up steam. Several countries have explored pilot projects with mixed success.
CBDCs have faced widespread adoption...
The Week in Digital Wealth (5/16/23)
By Christopher Hamman
As we all wait for another episode of the debt ceiling drama that occurs every...
Advisor Tech Talk (Week of 5/16/23)
April showers bring May fintech news.
Okay, so that stretch of an old proverb doesn’t really fit, but there was truthfully a...
The Week in Digital Wealth (5/10/23)
By Christopher Hamman
With the last lever in its arsenal (interest rate hikes), the Fed tried to keep...
Technology Gives Advisors More Time with Clients
The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The...
The Week in Digital Wealth (5/3/23)
By Christopher Hamman
Happy new month!
Besides banking failures, the "other" big issue hovering in the air is a...
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
Tech Focused Wealth Management Firm Atria Acquires Grove Point from Kestra
Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to its...