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The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle started its...

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.

As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

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

How far is too far for the cryptospace? Binance may have more issues in the months to come with unsealed filings, noting stricter monitoring by...

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

The messy pileup... 2023 is ending much like a pile-up that slows down traffic on a busy freeway, impending travel to various...

Well, Well Well. Having read the "Streetwise" column by James Mackintosh in last Friday's Wall Street Journal, it seems we have yet another "bitcoin...

Feedback about marketing efficacy is not always immediate, and ROI (Return on Investment) may only sometimes be easily traceable back to a particular initiative. So, how can you prove the value of marketing dollars?