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A Bitcoin Futures ETF is Big News, But Even Bigger News is Brewing

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always chasing cars actually caught one. Well the "dog" (ProShares) just caught its coveted Bitcoin ETF, sort of. It's a Bitcoin FUTURES ETF. Big difference. But, at least at long last, the SEC finally approved a Bitcoin "flavored" Exchange Traded Fund, well then, yippee!

Advisor Group Kicks Off Post-Pandemic Conference with Multiple Tech Investments to Drive Digital Transformation...

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Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.

Do No Harm: The First Rule When Considering New WealthTech

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About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't. 

Sarson Funds’ Crypto-ESG White Paper Shows Crypto Works to Build a More Sustainable Financial...

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Today, Sarson Funds released its "Crypto ESG White Paper," an overview and guide to the intersection of Cryptocurrencies and ESG investing. Otherwise known as Responsible Investing, ESG advocates for environmental, social, and governance-focused corporate efforts, and is determined to build a better world through financial allocation.

Advisor Tech Talk: 10/12/21

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Fixed income ETFs are evolving to better capture the latest technology. Advisors can gain access to two new crypto and blockchain funds. And the cloud is making investing more efficient.  

Fintech Corner: Why Data-Centric Technology is Client-Centric Technology

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What was once considered a good wealth management technology stack was entirely purpose-driven—as long as the software and equipment did their work reasonably well for the practice.

REAL CLEAR CRYPTO: Why Advisors Need Crypto Education

Advisors don’t just need help with crypto education, they need to understand what is most important to learn, where they can learn it and how to parse that information to clients.

WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track

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Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.

Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts

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Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.

The Week in Digital Wealth (9/28/21)

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Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon. In addition, the IPO pipeline is full but is facing regulatory delays though investor demand appears to be robust.