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Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So...

While management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to solve problems for each stakeholder.

For FAs, a significant reason clients may be unhappy with their advisors is a need for more communication. Communication is no longer just emails and phone calls; it's social media, blog posts, and newsletters too!

This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...

This summer, the cryptospace seems set to party (not immediately, though). The big guns are giving ETF applications another try with several hitting desks at...

What's Hot (and What's not) There are four hot sectors that Crunchbase has identified as continuing to win cash; Generative AI, Power...

For years, firms have emphasized their front-office business in lieu of their back-office operations. Not just in wealth management, but across industries.

Friends, the Summer Solstice has arrived and a new season of sun is upon is.  Meanwhile, it's been a VERY busy news week in the world of digital wealth and finance...READ UP! 

It's certain - the 2024 presidential race will absolutely involve a convo around crypto.  Miami's "crypto mayor" (one of ours) just threw his hat in...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Meb Faber. Mr. Faber is a co-founder and the Chief Investment...