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Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded.  Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!

This is it? The end of 2023 with two months to go? Are financial markets done for the year? If so, now what? It's...

Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.

Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions with a few additions. EquiLend...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Akhil Patel. Akhil Patel is the Director of Property Sharemarket Economics,...

The cryptospace continued to hum along with the regular issues happening like clockwork. SBF is guilty. That's what the jurors decided. The DoJ seized 30k Ethereum tokens. Solana...

In a technologically driven era, artificial intelligence (AI) is not a far-fetched concept but a reality transforming various industry sectors. Over time, AI has been progressively infiltrating the marketing industry.

Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

The S&P 500 is a "dead index walking." Be out or short. The downside will be nasty. Again, my opinion, down on the year. Be careful. Continue holding or adding to BITCOIN and ETH positions. GOLD is a hold.

As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.