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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...

While temperatures continued to soar, the economy continued to heat up; the Fed raised rates, and everyone else did what they could to reduce...

A slow and steady approach may be the best way for advisors to keep up with fast-changing technology because the first mover in fintech is not necessarily the best solution.

Institutions coming into crypto is something that we have been talking about for years. We saw the first glimpses of institutional involvement in crypto in 2021.

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

A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions. AI...

Larry Fink is finally a "crypto believer". While his intents seem to be a good thing for the space, it remains "yet to be seen"...

The grass is always greener... It's mid-year, with six months of deals behind us and nothing ahead but greener pastures (or forests)....

Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...

Happy Independence Day (on July 4 in the US) and happy new month! It seems things may not be so bad after all, following stress...