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Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe government bureaucrats cut those classes).

Gazing into a Crystal Ball... If you could see the future, would you want to? While crystal balls may interest some, they...

We wish everyone a Happy New Year!  To review Part 1 of our 2023 year in review in digital wealth. click here.  Now onto...

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

Business continued in full swing despite the holiday buzz. Regnology and Moodys unveiled a partnership, while eToro revealed a new portfolio focused on natural disaster...

Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works.

Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...