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For real? A definitive decision on regulating cryptoassets? It sure looks like it. Just last Thursday, in a big surprise, Securities and Exchange Commission...

CHICAGO, September 13, 2022 – Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualization...

By Christopher Robbins What a week it was in digital wealth! In Wealthtech and Investments, Shaping Wealth is offering...

Anybody remember THE BLUES BROTHERS out there?  One of my favorite movies EVER (I love the blues,...

By Christopher Robbins The Queen is dead. Long live the King. Anglophiles get a lot of grief in the U.S., and for good...

Friends, TECHNICALLY, Labor Day marks the unofficial end of summer, but I just can't let this season of sun go until the autumnal equinox arrives.  In that spirit, let's jump into the latest - greatest - digital wealth industry news and new thought leadership content we have queued up for you this post Labor Day (and still SUMMER) week. READ UP!

By Christopher Robbins Believe it or not, this holiday week in digital wealth was a busy one. On the...

Let's be really clear (spoiler alert). The equity markets are in a bear market. Inflation is easing (for now) with recession looming. Interest rates are going much higher.

By Christopher Robbins People who talk a lot about the good old days forget how easy they have it today. Remember the days...

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.