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Expanding war. Interest rates staying high. Inflation inching up. Election shenanigans. What could possibly go wrong? Pretty sure we will find out at some point.

Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!

Well this is awkward. With so much going on in the big wide world, it sometimes becomes difficult to hone in on one issue...

One year ago, Sanctuary Wealth, found itself in the middle of an unforeseen and abrupt change of executive leadership. Adam Malamed, former Executive Vice...

Happy New Month! Has the cryptospace (finally) matured? It looks like an on-again, off-again thing with sparks flying everywhere! That said, FTX may be gone...

It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

Like it or not, in 2024, the financial landscape has been significantly reshaped by two key trends: the rise of ESG (Environmental, Social, and...

Sound Income Strategies, a Florida-based RIA and money manager, saw its FXED ETF end 2023 in the top 1% of similar funds tracked by...

Changes are coming that will make our experience online better in many ways. This is happening quickly and is a result of the explosive growth of “Web3” . 

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.