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With summer just getting under way and vacation time picking up, I continue to stress the need for market neutrality......EXCEPT BITCOIN. Gold is off for the week, ETH is pausing after getting spot ETF approval and the S&P 500 is lower and wallowing around. BUT, BITCOIN arises.

This is a re-post from a few months ago. Traveling this week. Many articles are surfacing concerning Fed Chair J Powell and his dilemma...

Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...

Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...

Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!

While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company and the logo, beginning with integrity.

Client expectations have dramatically changed over the past few years. Marketing professionals are now responsible for demonstrating how the organization and its advisors aim to improve a client's financial wellness.

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

This week we continue our series on the top 5 VC-funded deals in AI. For the third week in a row, the VC funding amounts...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we're delving into Sophia,...