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One more "shoe" to drop? Real estate. I know, gotta get that house now, right? Ah, no. Be ready, be smart and be prepared. Bear markets can (and will) get very nasty.

By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh...

By Christopher Hamman There has been a lot of goings-on in the digital wealth space over the past...

Be it the change towards better client service or a more efficient and profitable firm, those of us in and supporting the wealth management industry has every reason to dream big when it comes to technology.

It’s no secret that the SEC in recent months has become more aggressive on the enforcement front than at any point during the last...

Friends, even with summer, there is SO MUCH to catch up on in the world of digital wealth!  This week we look at two (relatively) new BTC fans, explore "What's Up with WhatsApp" and hear from a law firm helping small investment firms stand up to the SEC.  READ UP!

THINK! EVEN IF THE FED CAN REDUCE INFLATION TO HALF OF WHERE IT IS NOW (9% to 4.5%) INTEREST RATES WOULD STILL NEED TO BE WELL ABOVE 5%-6% TO MAKE INFLATION GO AWAY.

Wealth managers have a huge opportunity to grow through digital marketing, finding new clients, more assets, and potentially new advisors via mergers and acquisitions.

Change is in the air. Change is inevitable Change is also under way in the crypto sector. And, it's a good thing. Sounds crazy, doesn't it? I mean blockchain, bitcoin, crypto etc. are all based on decentralized finance (DeFi).

By Christopher Robbins Values-based investing is having an interesting moment in mid-2022.