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The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging or social media, and many do not want to use the phone.

Let's be straight; there is nothing new. War? Yawn. Inflation? Yawn. Pandemic? Yawn. Oh, 30 year mortgage rates just topped 5%....first time since 2013. That's new. Markets are very VERY quiet.

Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.

What exactly is, or was, the "new normal?" Going all the way back to the financial crisis of 2008-2009 (remember...

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.

Russia & Ukraine updates, the Administration’s crypto plans with the 2023 budget package, and former prosecutor Katie Haun breaks fintech boundaries. Zilliqa adds life to the Metaverse with a new MaaS solution, Florida accepts Bitcoin as tax payments for business filers this year with Colorado in tow, prePO removes more barriers from Wall Street, Digits will help close your books and save time, and finally, the Bank of England taps the help of MIT to help with its CBDC implementation.

I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...

By Gregory Bilecki TWIDW 3/21/22: Russia & Ukraine updates, a pivotal point in time for...

If the crises of the last decade have offered any lessons for the wealth management industry, it’s that advisors need to improve the quality and frequency of their client engagements.

Last week we proclaimed we saw a pullback in funding, but we should know better. We do...