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Effective financial planning has to be accompanied by consideration and discussion of risk—but risk is so multifaceted it can be difficult to discuss with clients.

Markets hate uncertainty, right? NO! What could possibly go wrong??! While sorting through all...

END OF THE FIRST QUARTER COMING UP. LOTS OF MONEY BEING PUT TO WORK AND PORTFOLIOS BEING "MARKED UP" (window dressing). WAR, INTEREST RATES AND INFLATION STILL MATTER. BE CAUTIOUS.

Friends, every week now it seems things are moving to the forefront in fintech on so many fronts.  This week we have a powerful op-ed from Dara Albright addressing Biden's recent Executive Order on Digital Assets.  In our REAL CLEAR CRYPTO column, John Sarson addresses war, crypto & civil liberties.  To soften it all, we finish with a wonderfully inspiring piece - "In One Word: IMPACT" - from JIFFY.ai's Michael Partnow.  READ UP!

People will be able to use cryptocurrency to send assets held in foreign bank accounts into Russia’s banking system while it is sealed off from the rest of the world due to international sanctions.

By Gregory Bilecki TWIDW 3/21/22: Russia & Ukraine updates, a pivotal point in time for...

Sales assistants are the lifeblood of many financial advisor businesses. Even so, few training programs exist to help...

THE NEXT FEW MONTHS ARE GOING TO SHOW HUGE INFLATION SPIKES. WILL THE FED STEP UP THE RATE OF INTEREST RATE INCREASES? WILL THE BOND MARKET DO THE FED'S JOB FOR THEM?

If the crises of the last decade have offered any lessons for the wealth management industry, it’s that advisors need to improve the quality and frequency of their client engagements.

Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...