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AI & Finance™ Announcement
Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...
Osaic Reports $22 Billion In Recruited Client Assets For 2023, A Year That Also...
Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...
The Week in Digital Wealth (1/23/24)
It's tax season!
Have you done your numbers?
That said, Hidden Road is going deeper into the transaction space
Cops think the metaverse works for...
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
FINTECH CORNER: The Difference Between a Provider and a Genuine Partner
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...
GOLD vs BITCOIN vs BITCOIN ETF
It's official.
As promised, there is now a fully regulated spot bitcoin ETF. The SEC and its fearless leader, Gary Gensler, 'pulled the trigger' (with...
Tech-Savvy Atria Wealth Solutions Snags $420 Million Paragon Financial Group from Osaic
The New York-based Atria Wealth Solutions announced that Paragon Financial Group (Paragon) will join Atria subsidiary Cadaret Grant.
Frank Brown, founder of the $420 million...
FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.
Sanctuary Wealth Expands Advisor Support Capabilities, Establishing New Business Consulting Division to Be Led...
Practice management and business consulting expert Laurie Burkhard has joined Sanctuary Wealth as its first Head of Business Consulting. In her new role, Ms....