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Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.

You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

  Happy Columbus Day! The FinTech industry continued to move along with TS Imagine's new tools. BBH, the FI giant, added execution services. The BIS continued the CBDC...

Since the phenomenal success of ChatGPT earlier this year, Artificial Intelligence (AI) has not only been thrust into the headlines but into the imaginations...

This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.  Edelman Financial Engines and...

Sanctuary Wealth, the Indianapolis-based wealth management firm, has added another former wirehouse executive to its leadership team. Chris Shaw, previously a Morgan Stanley Managing...

When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.

This Fall is unlike any other. It is unique. Our thoughts and prayers are with New York residents at this time who have gone through massive...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

In this episode, we're joined by Jim Row, Founder and Managing Partner of Entoro Capital, LLC, a middle-market, traditional and alternative investment bank based in Houston, TX.