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Going neutral on everything. It's too much to handle right now. I fully expect a whole lot of "shenanigans" before the 'scheduled' election. When in doubt, sit it out.

Friends, it seems that every week brings us more bizarre and disturbing news, but even so, we remain optimistic for a bright future ahead for America. Meanwhile, we have SO MUCH news to report including a massive $1B AI funding, a new geo-politicl intelligence firm for the wealth sector (sounds very James Bond) and a look at the current state of common sense in markets...READ UP!

Apparently YES! That's it. Common sense is so last year and has no place in society. Just like "Video Killed the Radio Star" from...

The former Financial Services Institute (FSI) executive, Christ Paulitz, joined Haven Tower Group's board of advisors, the communications, marketing and brand strategy agency for the wealth...

NEW YORK--(BUSINESS WIRE)--The Arkin Group (“TAG”)— a boutique strategic intelligence firm led by a former CIA leader Jack Devine— is proud to bring the...

While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

Slight friction between regulators and industry players signaled (forthcoming) interesting interactions between both parties. Everything continued humming as usual, but a user-centric approach to...

Despite fraudulent activities, everything continued to buzz with expanded institutional adoption. That said, the lack of regulatory clarity kept showing up with incoming legislation...

Instant Satisfaction Nothing is better than the instant satisfaction of receiving money due to us when we request it. We no longer...

In the fast-evolving wealth industry, maintaining enriching client relationships is paramount. Email marketing has shown to be a consistently valuable tool for wealth organizations and their advisors.