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Try being Janet Yellen. Yes J-Yell, the new U.S. Secretary of the Treasury, certainly has her hands full. She is attempting to convince investors that printing gobs of money is non-inflationary and also convince global nations joining the U.S. in raising taxes is really good for them.

What's new? Lets start with one word.....COINBASE......the public offering of Coinbase happens on Wednesday. That's the BIG news of the week and certainly sets the tone for BITCOIN.

As firms have moved to work from home due to the pandemic, and regulators have swept in with new and rapidly changing requirements, compliance has become a financial and operational burden for many RIAs.

Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform

What's new? The second quarter is now officially under way..........it has begun with a big yawn. Spring break? Tax planning?............BITCOIN dancing around in a tight little range just under the all time high

For financial advisory firms to get their technology up-to-date at an institutional level will require some form of data Rosetta stone. That’s where Practifi, a Sydney-based Australian fintech making inroads among U.S. wealth managers, can help, said Adrian Johnstone, the firm’s chief commercial officer.

PitchBook, the premier data provider for the private and public equity markets, today released a new research framework, PitchBook's PE Barometer, which is a multi-factor linear regression assessing which economic and public market indicators have the greatest influence on aggregate PE returns

The first quarter of 2021 is over AND 2021's second quarter begins. BITCOIN gyrated around in the mid-$50K area and now looks to settle near the all time highs around $60K for the week/month/quarter

Over the last few decades, the wealth management industry has gravitated towards separately managed accounts or SMAs. High-net-worth clients, in particular, embraced these instruments because they provided a path to invest more like institutions.

ADCM, DBA Willow, a registered investment advisor focused on socially and environmentally responsible wealth management is partnering with Blockchange Inc, the digital asset management platform for professional wealth managers, to launch a Separately Managed Account (SMA) option for digital assets