Happy New Month! Can the SEC win a war on several fronts? That's the big question as ETF applications get differing responses from the regulator. Gemini clarifi…
Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.
There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of the week does not have a place in our advisor tech headlines this…
Pivoting... As investors pivot their funding into differing sectors, startups must also pivot their strategy and development to meet time-sensitive goals. "Goals?" you…
While most financial markets are under pressure, bitcoin and ethereum are holding firm. No matter what you may think (I think bullish), there is a massive institutional…
Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant. Meanwhile, we have more news from the SEC, banks get help with college loan balances…
You have arrived at your destination. So where is that exactly? In this case it's the end of the third quarter. Only a few days away. Certainly these last few days are…
The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their serv…
In this episode, we're joined by Jim Row, Founder and Managing Partner of Entoro Capital, LLC, a middle-market, traditional and alternative investment bank based in Hous…
Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.
Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,70…
As fall sets in, the industry has continued to churn. New products, it seems, are always in fashion. TS Imagine launched a new dashboard. Planatir…