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I love BITCOIN and ETH and have for a very long time. Long term holder. BUT, now is not the time to be in BTC or ETH. Lighten up or be out. Things are getting nasty.  I just can't be short, so I am neutral.

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...

The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...

Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder.  Effectively identifying and converting prospective...

Publisher's Note: In this brave new world that has emerged as generative AI has become more mainstream, guess what?  The bad guys and the...

In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

The crypto industry is no longer a touch-and-go affair, with laws and rules changing the game's nature.  That said, inter-country collaborations are (very much) alive...

A lot is happening with artificial intelligence in financial services—the news items within this week’s AI in Finance newsletter represent broad and diverse applications...