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This is the third time now that retail investors have been on the receiving end of a cryptocurrency exchange or centralized lender going bankrupt. Regulators have dropped the ball, clearly.

Preparing for an audit can be a time-consuming, labor-intensive task itself, requiring large amounts of preparation and documentation before the auditors step on the premises.

The bankruptcy of FTX took down with it at least 130 cryptocurrency companies associated with the firm.  What a mess. The silver lining is that we will get crypto regulation sooner than we were expecting.

Gamification has been applied in education to help students learn faster & retain more information. Students who believe they are playing a game are less likely to become frustrated with tedious or repetitive tasks.

As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.

Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.

In December 2020, the SEC announced the first substantive overhaul to Rule 206(4)-1 under the Investment Advisors Act in nearly 60 years. The new marketing rules change everything.

OMAHA, Neb., Oct. 20, 2022 – Orion Advisor Solutions today unveiled the initial three-day agenda and speaker line-up for Orion Ascent 2023, the financial...

Amit Dogra is nothing if he isn’t passionate!  For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s...

By Cindy Taylor Friends, our normal writer for this column is attending to pressing family matters this week, so yours truly is...