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REAL CLEAR CRYPTO: New Crypto Taxes in 2025
In the ever-evolving landscape of cryptocurrency, the Biden administration's budget proposal for 2025 has sparked significant interest and debate.
AI & Finance™ | News for the Week Ending 3/22/24
We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...
Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service
When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...
REAL CLEAR CRYPTO: Cryptocurrency – A Beginner’s Guide
If you're new to the world of digital currencies and find yourself scratching your head, this article aims to clarify the concept of cryptocurrency for beginners, or as we affectionately call them, "Crypto for Dummies."
Advisor Tech Talk (Week of 3/18/24)
Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...
Decentralized Diaries for the Week of 3/18/24
Industry maturity is a given. How far things have come signals the emergence of a new normal.
That said, legal issues are still a thing,...
The Week in Digital Wealth (3/18/24)
The interconnectedness of technologies in the industry is not a new occurrence.
Things heated up this time! One cannot (really) tell where one technology starts...
AI & Finance™ | News for the Week Ending 3/15/24
Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...
AdvizorStack: An Outsourced CTO for Small- to Midsized RIAs
Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...
Decentralized Diaries for the Week of 3/11/24
Crypto volatility may be a permanent thing. Then again, we are all holding on for dear life! (HODL)
That said, the week was busy on...