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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, Labor Day is nearly here - where did the summer go?  While we all ponder that question, the digital wealth industry marches forward with more M&A (and technology to support it), new ways to profit from capital markets and a sideways look at Fed Chair J. Powell's performance with a tongue in cheek analogy to a famous ditty from Britney Spears. READ UP!

Here we go - heading into Labor Day - and the deals in fintech are waning somewhat. ...

By Christopher Robbins This week in digital wealth we had a lot of wealthtech activity. So much, in...

By Christopher Robbins Do we focus too much on the little guy? I know that early on in my tenure writing about financial...

Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!

By Christopher Robbins This week in digital wealth there was a lot of activity on the margins, but...

By Christopher Robbins I splurged recently. Wait a minute, let’s start over. I splurge all the time. I love going to record stores...

Last week we took a brief summer break from publishing this column.  We're back with several deals...

BOULDER & NEW YORK, Aug 18th, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor...