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Sound Income Strategies, a Florida-based RIA and money manager, saw its FXED ETF end 2023 in the top 1% of similar funds tracked by...

IFFY.ai’s goal is to help businesses transform themselves into technology-powered ‘autonomous organizations,’ which are all about efficiencies, consistency, and greater experiences.

Changes are coming that will make our experience online better in many ways. This is happening quickly and is a result of the explosive growth of “Web3” . 

“Today’s wealth management industry is awash with data but starved of insight,” according to Adrian Johnstone of Practifi. “We have so much information but lack clarity on how to manage it and what to do with it.”

Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow. When you’re looking for ideas about your new practice, don’t count out the hard-earned lessons of your fellow small businesses.

In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd, according to Matuya Brand, Head of Content and B2B marketing for TIFIN Clout

Inflation. For the life of me I cannot understand how jumping people's cost of living up 20% and then cheering when that 20% rise is "only" adding 3% a year now is a win. Huh??

Friends, this is the week we launch our new "AI & Finance™" newsletter - an idea several months in the making that got clarified at a pool in BelAir - that's how creative minds work! Meanwhile, make sure to read "The Election, Football & Markets" - it will help you make sense of this wild & crazy world we're living in at present!

The 2024 primaries are over. No, not the election primaries but rather the NFL football road to the Super Bowl. Gad, the similarities are...

The industry calmed down as the post-holiday activities resumed in earnest. NASDAQ launched an interesting IPO data tool; CME and DTCC revealed a cross-margin...