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As Gary Gensler took control of the SEC as Chairman in April 2021, there was already a deep understanding in Congress and at the SEC as to how crypto should be regulated to protect investors.

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Dr. Michael Thomas Jr. Michael G. Thomas Jr., Ph.D., is an Accredited...

There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...

Spotlight on diversity- “With the addition of LGBTQ+ tags, there are now a total of 20 Diversity Spotlight tags focused on race/ethnicity, gender, and...

By Christopher Hamman Gary Gensler stepped in when we all thought we were in for a hot crypto summer. Then again, regulatory pushback is...

Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?

Enterprise marketing technology (EMT) involves using advanced software and platforms to streamline processes, collect data, automate tasks, and increase the reach of a company’s marketing efforts.

CoastalOne appointed former President and CEO of Cetera subsidiary First Allied Securities and Executive Vice President and CEO of Corporate RIA at Advisor Group...

AlphaTrAI, the tech-driven, San Diego-based asset management firm that leverages artificial intelligence to deliver investment results, has added a third industry veteran to its...

With about 4.5 billion people using social media globally, it’s critical for financial advisors to not only be on social media, but to stand out from the crowd.