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Friends, we hope those who celebrated Christmas had a beautiful one and we wish you all a spectacular 2024!  This week we have Part 1 of the "year in review" for many of our editorial columns, with Part 2 posting next week. HAPPY NEW YEAR & READ UP!!

Beginning very soon you will be subjected to every market "guru", analyst, fortune teller, tiktok genius and lunatic forecasting where things are going in 2024. Take your time and realize few were right in 2023.

The Year in Digital Wealth (Part 1) As we round off the year, we wish everyone a Merry Christmas. This week and next, we shall...

Decentralized Diaries for the Year of 2023 (Part 1) From the SBF trial to Changpeng Zhao's spectacular fall, 2023 had unexpected curveballs. We’ll showcase the...

Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical!  And while we're at it, we wish all our friends and readers a beautiful holiday season.  We have so much to be thankful for.  READ UP!

There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...

A (crypto) house divided against itself cannot stand. The CFTC and SEC are going in opposite directions. Then again, Rostin Benham said he and...

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots.  I'll be honest - I'm the crazy lady yelling at the phone while these things ask me WAY too many irrelevant questions, but they are an important tool and will no doubt get better over time. READ UP!