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OpEd: Regulatory Power. Crypto May Only Be the Beginning.

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Power is like an addictive drug. Regulatory power is a drug laced with steroids. The lust for power and control is certainly nothing new,...

Decentralized Diaries for the Week of 6/19/23

It's certain - the 2024 presidential race will absolutely involve a convo around crypto.  Miami's "crypto mayor" (one of ours) just threw his hat in...

The Week in Digital Wealth (6/19/23)

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Despite expectations from several angles, the Fed kept interest rates steady on the latest round. Per the implications of this (non)action for the American economy,...

Why Content Market in Compliance-Heavy Industries?

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Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.

REAL CLEAR CRYPTO: Understanding the Layers of Blockchains

For anyone involved in the cryptocurrency space, terms like 'layer one', 'layer two', 'layer three', and even 'layer zero' have become commonplace. But what do these terms actually mean?

WEALTHTECH INSIDER: To Open New Avenues to Growth, Stop Underselling Your Financial Planning

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Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.

Advisor Tech Talk (Week of 6/19/23)

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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...

Docupace Announces Integration with InvestorCOM

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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...
NEWS BRIEF 2

$410 Million Group Joins AG in Weeks Before New Brand is Launched

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Advisor Group recently announced it welcomed four new advisors, bringing $410 million in client assets under advisement (AUA). The group joined Capitol Financial Solutions,...

Publisher Notes For 6/13/23

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!