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So far January has been a great month for crypto assets with most large-cap tokens up a respectable 35%+ for the month. Bitcoin is trading at $23,000 and Ethereum is trading just shy of $1,600. 

As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

What's the state of the wealthtech industry thus far in 2023? I got off a call earlier today with two of the...

By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...

By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...

By Christopher Hamman The US Government continued digging its heels on crypto regulation with mixed reactions from congress.  “Crypto-skeptic” Goldman Sachs indicated that Bitcoin...

With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.

Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!

Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...

By Christopher Hamman Crypto winter is on its way out! Token prices continued to rise, regardless of the continuing contagion and enforcement actions taken...