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Friends, you'll find the most important industry news here, including a chock full Advisor Tech Talk column (that we thought would just be a synopsis of Q1 because we thought it would be a slow news week) Boy, were we wrong! READ UP!

It worked. All is good. The Fed got inflation down to exactly 2% without damaging the economy. In tandem, corporations and businesses lowered prices...

The crypto industry continued to push frontiers beyond normal (as they usually are) with regulatory authorities doing what they can to catch up. Meanwhile, in...

Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collaborations...

One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

ABC, 1-2-3, and everything in-between Pleasantly, VCs are funding series rounds and returning to add more money, as demonstrated in this week's...

The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...

While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...

Friends, my AI-generated March Madness bracket is FLAILING! My husband is ranking well ahead of me in our charity pool and GLOATING over it! Meanwhile, check out our post with the Easter Bunny, who has some "eggs of thought" for you this week!  We wish all who observe the Easter holiday a beautiful celebration.