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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...

Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended). That said, with...

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!!

Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.

Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations. The Fed launched "FedNow", its real-time payments network, leaving many...

Gary Gensler thinks the cryptospace is the "Wild West". Crypto ETF applications moved to the Federal Register. SBF allegedly exposed his former girlfriend's diaries for all...

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

LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

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...