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Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!

Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.

While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.

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.

For years, firms have emphasized their front-office business in lieu of their back-office operations. Not just in wealth management, but across industries.

Many advisors who have had a love-hate relationship with technology are coming to embrace tools necessary to evolve and grow their practices for the future.

By Christopher Hamman The Canadian wildfires and its effects show how fast things can change.  Our thoughts and prayers...

By Christopher Hamman We hope you enjoyed a Happy Memorial Day! With treasury yields falling, many think this is...

By Christopher Hamman With the markets slightly rattled and as everyone keenly watches how the politicians in D.C....