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Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024.  Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!

Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...

The next few months leading up to the November election are going to be full of surprises. Economic numbers are going to be a lot less meaningful as the focus becomes "poll watching." The eagerly awaited (possible) interest rate cut by the Fed is probably already in the market.

Potential interest rates cuts, a softening labor market, geopolitical events and earnings mean nothing. A crazy guy with a gun and markets go crazy. Now I'm feeling older.

Collaborations continued to play a key factor in the industry, with new use cases taking center stage. Regulators played their role, this time from...

Flashback; 1987. The stock market did almost exactly what is going on now. Everyday all through the summer the market edged higher and higher. No reason, it just did. Then, in October, wham, 25%-30% downside.

Well, the second half of the year has begun. Is it all you had hoped for so far? The Fed didn't cut interest rates yet, but now they have fewer days remaining this year to do so. Hope springs eternal.

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...

We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...

The second half of this year is full of risk, risk, risk. Not sure where the reward is (other than short). The next several months are going to be nasty.....with an emphasis on September/October. Don't be fooled with the lack of activity.....it's Summer.