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Industry regulatory enforcement actions continued to simmer down. Political influence in the crypto community is real. That said, settlements were in play. The headlines: Grayscale...

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

Not everything about the adoption of artificial intelligence in the financial industry is going to be a net positive for the world.  Let’s dig into...

Smarsh, a Portland, Oregon-based provider of communications data and intelligence technology, announced it has worked with OpenAI to create a solution for enterprises in...

Potential interest rates cuts, a softening labor market, geopolitical events and earnings mean nothing. A crazy guy with a gun and markets go crazy. Now I'm feeling older.

Friends, life is complicated these days. I'm somewhere between watching skateboarding cats on YouTube for comic relief, hoping fervently for civility and compassion in our country's highly overheated politics, and deeply caring about the content we create each week for our readers, which we have more of today...READ UP!

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Phil Bray, Founder and Director of The Yardstick Agency, a firm...

Since every investor has different financial objectives, risk appetites, and investment preferences, the starting point in acquiring them begins with imparting financial education.

The industry got (some) breathing space from regulators, giving room for a recuperation period, with recent political events dictating the pace of things. There...

What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...