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REAL CLEAR CRYPTO: Understanding the Risks: Why Investing in Grayscale Grantor Trusts at a...

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Let's talk about these premiums on Grayscale Grantor Trusts. In simple terms, a premium occurs when the market price of a trust unit is greater than the net asset value (NAV) of the cryptocurrency it represents.

STANDARD DEVIATIONS PODCAST: Jon Dauphine – The Case for Pro Bono Financial Planning

This week on Standard Deviations, Dr. Crosby is joined by Jon Dauphiné, who leads the Foundation for Financial Planning’s (FFP) efforts to develop and...

STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries (Pt 1)

This week on Standard Deviations, Dr. Crosby is joined by Stacy Havener of Billion Dollar Backstory, for the first part in an ongoing miniseries...

WEALTHTECH INSIDER: 6 Lessons Small Businesses Can Teach New RIAs

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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.

AI FORECASTING REPORT Series Introduction

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By Terry Kades, BlueWave Forecasting If AI is not the magic wand, what is? Where to invest, what to expect, when to enter and exit? And...

Applications Open for the Second Cohort of The Founders Arena WealthTech Accelerator

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By Pamela Cytron, President, The Founders Arena January 22, 2024 As 2024 kicks into high gear, I’m excited to share the news that The Founders Arena...

Osaic Reports $22 Billion In Recruited Client Assets For 2023, A Year That Also...

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Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...

WEALTHTECH INSIDER: How Advisors Can Seize the Volatility Opportunity

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In the past four months, investors and their portfolios have been dealt with a blow of volatility—but advisors have plenty of tools to reach out and help them.

Tackling Tech in ’24: How RIA Miracle Mile Advisors Is Investing in Wealthtech to...

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For wealth managers serving an increasing number of affluent and high-net-worth digital natives, the pressure to deliver on the tech front is a make-or-break...

MARTECH MINUTES: How to Build a Case for an Enterprise Marketing Communications Solution

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Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.