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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.

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

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.

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.

La de da. Stocks only go up. What could possibly go wrong? I was involved in the 1987 crash, the dot com bubble and the 2008 financial crisis. I know what can go wrong. Be very cautious & survive (prosper).