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In December 2020, the SEC announced the first substantive overhaul to Rule 206(4)-1 under the Investment Advisors Act in nearly 60 years. The new marketing rules change everything.

By Christopher Hamman It’s been quite the week in the fintech sector! Goldman Sachs and Qontigo deepened their collaborations. Friendly...

OMAHA, Neb., Oct. 20, 2022 – Orion Advisor Solutions today unveiled the initial three-day agenda and speaker line-up for Orion Ascent 2023, the financial...

By Cindy Taylor Friends, our normal writer for this column is attending to pressing family matters this week, so yours truly is...

Frineds, checking in with our latest news in fintech venture capital.  While we are always optimistic about the sector and the...

EDITOR'S NOTE:  We're pleased to continue our new "The Decentralized Diaries" series - now on week 2 - covering the...

Finktok, also referred to as Financial TikTok or StockTok, is a subcommunity of TikTok users who provide advice, education, and discussions on personal finance in short clips.

A vision for an educational platform & resource for clients began last year, “PractifiU” started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehensive learning experience.

The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...

For years, industry pundits have been sounding the alarm:  The number of financial advisors at or near retirement age is outpacing the number of...