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It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...

The domestic "cool down" M&A involving U.S.-based, VC-backed companies is on pace for its slowest year since 2013. Through Q2 2023, only...

Newsletters have come a long way from the quarterly, monthly or weekly paper, snail-mailed documents once prevalent in the financial industry, in part thanks to platforms like Clout.

Have you noticed (i have) there are now multiple ways to gauge inflation. Confuse investors like a magician so they ignore the obvious. No matter what, it’s getting more expensive to live.

Friends, check out my interview this week with Wyoming's Gov. Mark Gordon on all things blockchain, plus an in-depth look at the state's innovative stablecoin initiative, the first of its kind in the nation.  We also have great thought leadership on crypto self custody, data mapping, lead generation and more. READ UP!!

self-custody of cryptocurrencies allows for transactions that keep your identity relatively hidden, providing you with a sense of autonomy that traditional banking systems can't match.

This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

Deals are closing, and money is flowing... There is so much in the press; deals are up, layoffs, deals are down, and...

For the second time in a month, national RIA Miracle Mile Advisors has announced an addition to its leadership team, naming Nate Angelo as...

Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...