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Gary Gensler continues his "rock-paper-scissors" game with the crypto space with the ARK Invest Bitcoin ETF delay and the XRP appeal. Sam Bankman-Fried is no...

AI: Hype or just getting going? AI rapidly emerged this year, quickly becoming a favorite among startups and funders. Existing technologies are...

This week in advisor tech headlines, we have a bevy of AI-infused briefs.  While the traditional wealth tech industry seemingly took a...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Neil Bage. Neil Bage is the Co-Founder of Shaping Wealth, a learning technology...

Are financial advisors unknowingly committing malpractice? How is our industry & profession changing? What can we learn from the medical field that will help...

To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. Fortunately, thanks to advances in technology, prospecting isn’t half as painful as it used to be.

Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, etc. Meanwhile, is it the markets - or market participants - that have changed? READ UP!!

The industry needs a platform that helps advisors & firms gather accurate client data efficiently, and then shares that data with all of the pieces of an advisor’s tech stack.

Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.

Everyone has heard of Bitcoin, but not everyone has heard of the exciting ways that the same technology that powers Bitcoin will power tomorrow’s technology companies.