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Friends, we understand that with the extreme volatility and nervous clients, many are laser focused on daily market moves these days, but you need to keep your eye on the big picture, too. From education to automation to goals based investing to crypto and more - we help you process all the noise. READ UP!

By Christopher Robbins My family received a firm reminder that we are still living...

It’s ten days until the tax deadline and I haven’t even started. That’s an old...

Friends, heard of the Bored Ape Yacht Club yet?  If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more.  READ UP!  | Cindy Taylor, Publisher READ UP!  | Cindy Taylor, Publisher

I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...

Volatility is everywhere—and we talk a lot about the changes and the opportunity, but we shouldn’t forget about...

This week, there were several impactful news items in the digital assets space—none qualify as the most groundbreaking news of the year, but all speak to the growing acceptance of cryptocurrencies and blockchain technology as central to the future of finance and fintech.

Russia & Ukraine market impact updates, and Ukraine asks exchanges to bar and sabotage Russian user accounts on the heels of officially legalizing the trade of crypto in the country this week.

Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.

The wealthtech segment is saying goodbye to 2021 in style, raising capital, expanding teams, adding assets, and delivering shiny tech offerings for advisors. This year, crypto providers have increasingly made their way onto the landscape, paving the way for advisors to make the leap to digital assets.