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Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.

Gary Gensler thinks the cryptospace is the "Wild West". Crypto ETF applications moved to the Federal Register. SBF allegedly exposed his former girlfriend's diaries for all...

LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.

Still no summer doldrums in the advisor tech world.   Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Kelsey Willock. Kelsey is the Co-Founder of Aura – a financial wellness platform...

Things continued to look favorable for the DeFi industry despite the twists and turns we are already used to. Larry Fink continued his "crypto evangelism"...

Deals sour...AI is 'dangerous,' and billionaire boys battle If you're seeking entertainment, spend a few minutes mulling over the latest headlines while...

HALLELUJAH! Larry Fink, CEO of BlackRock, must have recently spent some time at a good old revival camp. Not just any revival camp either....

A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.  For example, two big TAMPs,...