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By Kelly Waltrich It came to me abruptly, while I was recording a podcast about what I’ve learned from working with so many wealthtech and...

Interest rates are going to surprise many at how high they will go. Be ready. And while most investors are seeing rain clouds, i see a category 5 hurricane building. Be hedged, be aware and be careful.

Friends, Labor Day is nearly here - where did the summer go?  While we all ponder that question, the digital wealth industry marches forward with more M&A (and technology to support it), new ways to profit from capital markets and a sideways look at Fed Chair J. Powell's performance with a tongue in cheek analogy to a famous ditty from Britney Spears. READ UP!

By Christopher Robbins Do we focus too much on the little guy? I know that early on in my tenure writing about financial...

Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video series designed to...

Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.

By Christopher Robbins How complex is too complex? It’s a question I ask myself with increasing regularity lately as I partake in a...

The potential of automation and artificial intelligence-enabled (AI) programs and tools were thought to ensure a digital revolution across wealth management. 

The nonprofit industry is evolving. Blockchain technology, philanthropic tokens, NFTs, and the blockchain community can provide benefits to help the nonprofits keep up.

It's summer. And to that end, this past week saw a freefall of mega-funding rounds. ...