Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating f…
It's official. As promised, there is now a fully regulated spot bitcoin ETF. The SEC and its fearless leader, Gary Gensler, 'pulled the trigger' (with some encouragemen…
The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle s…
The New York-based Atria Wealth Solutions announced that Paragon Financial Group (Paragon) will join Atria subsidiary Cadaret Grant. Frank Brown, founder of the $420…
The cryptospace finally has its day in the sun with the SEC approving all 11 applications (well, mostly). That said, hackers are getting bolder with trickier attemp…
We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot bitcoin exchange-traded funds was still a la…
This week on Standard Deviations, Dr. Crosby is joined by Stacy Havener of Billion Dollar Backstory, for the second part in an ongoing miniseries between the two podcast…
How far will it go? The state of VC is shifting; borders are open for new investors in tech. But how long can startups go without funding, and how far are VCs willing t…
Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024…
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lo…
On January 10, 2024, in a long-awaited move that has sent shockwaves through the financial landscape, the U.S. Securities and Exchange Commission (SEC) has given the nod…
Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe…