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By Christopher Hamman Ahh, the smell of spring...and everything that comes with it! The US economy overheats from time...

Another week is in the book for advisor tech news, and it was a busy one indeed. Aside from the rescue of...

In the financial services industry, numbers are everything. Successful firms and RIAs are always working to achieve operational excellence. But how do you know when you’ve reached it?

Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week.  Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year.  READ UP!

By Christopher Hamman It looks like things are heating up for the crypto space! Despite the regulatory pushback, things are looking up. Crypto crime is...

With the FDIC’s March 12th seizure of Signature Bank, what started as a bank run on Silvergate Bank has become a coordinated attempt by the FDIC to remove crypto related firms from banks in the United States.

Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.

Every value chain member must have an ideal experience with access, transparency, and actionable data.  The tech must be able to understand and solve the pain points of the investor, advisor & home office.

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.

By Christopher Hamman Last week went by with diminished fears of a total banking sector coming to a...