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FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before...

AlphaTrAI, a technology company that applies artificial intelligence to deliver business solutions and products to the financial industry, recently announced the appointment of Anjun...

Friends, we have a new zoomcast series launching in April - "Fintech & Philosphy"! Watch for it here & on LinkedIn!  In the meantime, SO MUCH NEWS and new thought leadership for you this week!  READ UP!

RegTech firm Smarsh announced this week several enhancements to its Professional Archive offering. The new additions are focused on simplifying compliance processes for RIAs and broker-dealers,...

March Madness hasn't been just for basketball. Nope. March madness has spread to the banking sector. At the beginning of every March, almost everyone in...

Go get the money… You've proven you can survive and manage your cash, all of you startups who've bootstrapped with no VC;...

A common problem that marketing and advisor teams experience is how to create and maintain a hygienic database. Your CRM should play a part in ensuring your data is clean and up to date for marketing purposes.

Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since most of us have had...

By Christopher Hamman It seems the US Government is trying to ban crypto without doing it officially.  At least, not yet.  The owners of 6...

It seems that banking and cryptocurrency are top of mind for investors and US policy makers at the moment. We are seeing an about-face from the Federal Reserve when it comes to their treatment of crypto assets.