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Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.

Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.

Friends, is AI REALLY that smart?  We  also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!

Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

  The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core. Enfusion launched its management offering. Citi successfully integrated with...

This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.  Edelman Financial Engines and...

The digital financial epoch is burgeoning. In the United States, the regulatory tapestry surrounding digital assets is gradually being woven, thanks to recent legislative endeavors.

Happy New Month! Can the SEC win a war on several fronts? That's the big question as ETF applications get differing responses from the regulator. Gemini clarified...

This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

September and October (are notoriously "unfriendly" to the equity markets. Just a reminder if you have equity positions. You are part of a very bullish group, and very crowded trade.