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For FAs, a significant reason clients may be unhappy with their advisors is a need for more communication. Communication is no longer just emails and phone calls; it's social media, blog posts, and newsletters too!

This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...

This summer, the cryptospace seems set to party (not immediately, though). The big guns are giving ETF applications another try with several hitting desks at...

As we enter a "hot product summer" in the digital wealth industry, inflation seems to have slowed down (for now), and the focus is...

Friends, the Summer Solstice has arrived and a new season of sun is upon is.  Meanwhile, it's been a VERY busy news week in the world of digital wealth and finance...READ UP! 

It's certain - the 2024 presidential race will absolutely involve a convo around crypto.  Miami's "crypto mayor" (one of ours) just threw his hat in...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Meb Faber. Mr. Faber is a co-founder and the Chief Investment...

Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.

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

By Christopher Hamman Gary Gensler stepped in when we all thought we were in for a hot crypto summer. Then again, regulatory pushback is...