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With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.

Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.

Time sure flies by fast. Remember way back to November 2021? Bitcoin was in the lofty $60K clouds. Only a few months earlier (Sept....

Consolidation in the RIA market continues to prove an intriguing hot topic, no matter the prevailing wisdom regarding potentially negative effects of economic policy...

By Christopher Hamman What a week!  SEC chair Gary Gensler finally toed the line, classifying the Altcoins as securities, with crypto lawyers coming after...

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

By Christopher Hamman With key inflation numbers rising, many people wonder if the US economy will rebound as...

Politics and regulation- The VC world is waiting to see how the SEC intends to regulate the industry, thanks to more...

By Christopher Hamman Happy Presidents' Day! Gary Gensler and his team of miracle workers at the SEC seemed to...

By Christopher Hamman Things became pretty interesting in the decentralized space.  Paxos received more than its fair share of knocks from the US regulatory...