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I remind the equity bulls expecting a year end rally (has this been it?), there is another month in 2023. You may have heard of it......December. Inflation may be moderating but it's still stalling at a higher level.

With a combination of scalable blockchain technology and an intriguing ability to facilitate smart contracts, Solana has quickly become a favorite among both individual and institutional investors.

  Happy Thanksgiving week! Automation is the new buzzword that rubs off everything as the holidays approach. That said, Bloomberg is shuttering a key index next year. NASDAQ...

It looks like the SEC is hedging its bets with crypto ETF delays. We will have to wait and see what is simmering under the...

In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?

Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

Happy Veterans Day (in arrears). BlackRock was at it again with an Ethereum ETF application. Justin Sun has his hands full. Polionex got hacked and lost...

Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...