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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,...

With the debt ceiling lifted the treasury will be offering $1t in new debt. Maybe that's why the fed will hold off on raising rates? So what to do?  Before I head back to the pooll, maybe buy a bit more BTC and ETH.

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...

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...