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Stratos Wealth Partners Affiliates Rebrand to Join Growing Stratos Private Wealth Division
Ohio-based Stratos Private Wealth, launched in May 2023, has expanded into New Jersey and New York as part of its growth strategy, the firm...
Advisor Tech Talk (Week of 4/8/24)
It’s past time to put one of the ongoing advisor technology debates to bed.
For nearly 15 years, advisors and the workers...
The Week in Digital Wealth (4/8/24)
Are end-to-end solutions the future of finance?
That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access.
That said, regulators...
Decentralized Diaries for the Week of 4/8/24
Industry maturity (a rare occurrence) unfolded with the sector getting into gear.
Institutional players dictated the pace of events. Only time will tell how far...
AI & Finance™ | News for the Week Ending 4/5/24
Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.
On one side are the technological utopians who imagine...
Decentralized Diaries for the Week of 4/1/24
The crypto industry continued to push frontiers beyond normal (as they usually are) with regulatory authorities doing what they can to catch up.
Meanwhile, in...
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...
Sanctuary Wealth Expands Leadership Team with Two Industry Veteran Hires
Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...
Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)
The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...
AI & Finance™ | News for the Week Ending 3/29/24
While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...