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Haven't heard of (or cared about) a stablecoin until recently? Or maybe the name sounds familiar but never...

By Christopher Robbins As a news writer, it frustrates me to no end that...

Friends, we're back this week with a highly unusual top 5 list for the column. We...

Fortunately, technology never goes on vacation—it’s always moving, and though this week was absent some of the gaudy headlines of massive fundraising hauls and mergers and acquisitions we saw earlier in the year, a lot has happened, especially in the worlds of wealthtech, payments and digital assets.

Friends, we hope you enjoyed the long Memorial Day weekend! We have a brand new edition queued up for you with incredible content that tackles ongoing - and increasing - market risk, communicating with LGBTQ+ Clients, dissecting the recent Terra USD stablecoin debacle, and so much more. READ UP!

By Christopher Robbins In this week’s Advisor Tech Talk column, we discussed how the...

Hoping everyone enjoyed the long Memorial Day weekend and we're back at it this week with a...

Customer (KYC)/Customer Identification Program (CIP) process. Typical KYC exercises involve a very comprehensive document review process. Numerous details must be extracted from many documents, such as document ID, names, dates, signatures, and more.

Avalanche was created in 2019 with a sole purpose in mind: to create the fastest time-to-finality blockchain in existence.

It’s easy to get starry-eyed with any new technology purchase. Platforms aimed at advisory firms typically promise the world, raising your expectations — sometimes to unrealistic levels. When those solutions fail to deliver enormous results, you might think the technology’s inherently flawed or ineffective. It didn’t live up to that promise, so clearly something must be wrong with the platform, right?