Things didn't simmer down in the industry as summer temperatures continued rising. Our thoughts and prayers are with the victims of the Maui fires. Impact investor…
Gary Gensler continues his "rock-paper-scissors" game with the crypto space with the ARK Invest Bitcoin ETF delay and the XRP appeal. Sam Bankman-Fried is no longer p…
AI: Hype or just getting going? AI rapidly emerged this year, quickly becoming a favorite among startups and funders. Existing technologies are also implementing AI cap…
This week in advisor tech headlines, we have a bevy of AI-infused briefs. While the traditional wealth tech industry seemingly took a breather from a very busy summer—…
The gaming landscape has been undergoing a revolutionary transformation, courtesy of the Web3 infrastructure. The future of gaming appears to be gravitating towards this…
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Neil Bage. Neil Bage is the Co-Founder of Shaping Wealth, a learning technology platform t…
Are financial advisors unknowingly committing malpractice? How is our industry & profession changing? What can we learn from the medical field that will help us scal…
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. Fortunately, thanks to advances in technology, p…
Bill Taylor is taking a well-deserved vacation this week and will return to publication the week of 8/21. In the meantime, you can check out all his prior reports here
Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, etc. Meanwhile, is it the markets - or marke…
The industry needs a platform that helps advisors & firms gather accurate client data efficiently, and then shares that data with all of the pieces of an advisor’s tech…
Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.