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Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.

Tallying up on Payments Payments continue to be one of the most well-funded categories for startups, but more complexities exist outside dev....

For anyone involved in the cryptocurrency space, terms like 'layer one', 'layer two', 'layer three', and even 'layer zero' have become commonplace. But what do these terms actually mean?

Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.

Are the summer doldrums finally here? Just like the weather in some parts of the world, news in the financial and technology...

Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations. LOS ANGELES – June 13, 2023 – Docupace, the leader in cloud-based fintech digital operations...

Advisor Group recently announced it welcomed four new advisors, bringing $410 million in client assets under advisement (AUA). The group joined Capitol Financial Solutions,...

Friends, change is in the air.  While crypto markets experience a chilling effect from recent SEC regulatory actions against Coinbase & Binance, industry pushback has been loud and strong and you'll see some of that here today, too....READ UP! 

Many advisors who have had a love-hate relationship with technology are coming to embrace tools necessary to evolve and grow their practices for the future.

Time to seriously think about leaving? Just like people have fled states like New York, Illinois and California, both for economic and social reasons, America's...