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Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of learning...

Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!!

As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.

These appointments follow the recent announcements of J.P. Morgan-backed TIFIN.AI to drive thematic generative AI-focused innovation in the financial services industry and the Hamilton...

ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...

When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.

As a financial advisor, planning is probably the greatest service you offer to your clients. That same careful planning is necessary when it comes to your business’s marketing strategy.

The Los Angeles-based fintech real estate investment firm, Leap Analytics, recently launched an educational training series for commercial Realtors. The new program focuses on how...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Amy Mullen. Amy Mullen, CFP® is President of Money Quotient. In this role,...

It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...