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

Burning a hole (in VC pockets)... As we approach the end of one of the most challenging years for funding, what remains...

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

When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”

Most advisors want to grow and realize they have to get hyper-personal to accomplish that. “We see precision and personalization increasing in importance for advisors,” said A.J. Boury of TIFIN Clout.

This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...

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!

This week we continue with part 2 of our five-part series, where we explore how artificial intelligence (AI) enhances the client experience by creating...

The industry continued to evolve, with innovative products as jingle bells continued to ring, elevating the holiday mood. Bloomberg and two other partners announced discontinuance...

It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...