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Friends, you must check out Chris Robbins' opener in this week's Advisor Tech Talk about the state of continuing education in the industry and the endless industry events (are they really worth it?)  Meanwhile, in Defi Diaries, we explore Blackrock's continued foray in to BTC and that's just the tip of the iceberg in this week's industry news coverage...READ UP!

Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...

By Reed Colley Remember Nokia? Maybe not, but once upon a time Nokia was one of the most innovative mobile phone companies in the world. Nokia was,...

Friends, it seems that every week brings us more bizarre and disturbing news, but even so, we remain optimistic for a bright future ahead for America. Meanwhile, we have SO MUCH news to report including a massive $1B AI funding, a new geo-politicl intelligence firm for the wealth sector (sounds very James Bond) and a look at the current state of common sense in markets...READ UP!

While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

Friends, life is complicated these days. I'm somewhere between watching skateboarding cats on YouTube for comic relief, hoping fervently for civility and compassion in our country's highly overheated politics, and deeply caring about the content we create each week for our readers, which we have more of today...READ UP!

What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...