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There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”

How far is too far for the cryptospace? Binance may have more issues in the months to come with unsealed filings, noting stricter monitoring by...

It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...

There are some large impending catalysts in the Bitcoin arena, notably the Bitcoin halving in April 2024 and the anticipated approval of a Bitcoin spot Exchange-Traded Fund (ETF) by the end of January 2024.

"The harder they rise, the harder they fall". At least, that's how the saying goes. The crypto space won't be the same without Changpeng Zhao. That said,...

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

The New York-based compliance software, consulting and education resource company COMPLY recently announced the launch of a digital asset trade monitoring program. Working with...

What will the crypto industry look like without Changpeng Zhao of Binance? Tighten your belts, folks. We are about to find out! Nothing much changed after...