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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.

Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it!  Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!

Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...

The industry settled in with ongoing legislative discourses at the fore. However, things are far from settled, with the November elections looming over everything....

When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...

As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...

This House of Representatives has voted in favor of a bill to repeal SAB 121, the SEC’s guidance blocking banks from offering crypto custody, while the White House said it would veto the bill.

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...

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