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While the vast majority of US consumers (86 percent) are satisfied with their banks, they are increasingly open to working with new providers, including fintech companies and other non-bank providers, to address critical unmet financial needs.

The roar of retail was amplified and crescendoed by emerging and established fintech long before it caught hedge fund managers in a short squeeze, according to a recent report from DriveWealth.

Bitcoin IS in the news and probably everyone knows roughly where the price is, too (the ones that don't probably DO know all Tom Brady's career statistics, though).

Charles Evans, President of the Chicago Federal Reserve bank, seems to have completely mistaken New Years Day (Jan 1) for April Fools Day (April 1) as he gave a speech Monday.

Today, we’re revisiting one of the pillars for success between advisors and clients – planning. As we look ahead to 2021, we have to envision a financial planning landscape that has been altered by pandemic, policy changes, and rapidly evolving technology.

The global securities finance industry generated $7.66 billion in revenue for lenders in 2020, according to DataLend, the market data division of fintech EquiLend.

Most everyone probably knows what the headline is referring to, but just in case, it;s the current market cap of Bitcoin.

For the global banking industry, the potential for economic recovery in the near term remains uncertain. The pandemic is set to pose a double-pronged problem for the industry in the months and years to come.

The age-old advice for real estate investing must evolve. It is true that in real estate the imperative is “location, location, location.” But now we must add to that mantra “liquidity, liquidity, liquidity.” It is time to modernize the real estate industry -- it’s time for tokenization.

It's hard to believe that 2021 is almost upon us - jarring actually - and I am certain that we ALL are hoping for a return to some level of normalcy next year. With that said, he American Institute of CPAs (AICPA) recently joined forces with the National CPA Financial Literacy Foundation to create a list of "21 for '21" financial resolutions, which we found quite clever.