George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 …
Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach! Meantime, here we go with more news you can use in the world of fint…
A recently published study of the fiduciary adviser industry, the 2023 Investment Adviser Industry Snapshot (Snapshot), shows continuing strength in the space, despite –…
Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited inv…
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Rusty Vanneman. Rusty Vanneman serves as the Chief Investment Strategist for Orion Advis…
The advent of digital currencies and Non-Fungible Tokens (NFTs) has dramatically reshaped the way we understand the digital economy. At the center of this transformative…
Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So just like an 80+ year old airplane (a D…
For FAs, a significant reason clients may be unhappy with their advisors is a need for more communication. Communication is no longer just emails and phone calls; it's s…
This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one or two stories that promise to pr…
This summer, the cryptospace seems set to party (not immediately, though). The big guns are giving ETF applications another try with several hitting desks at the SEC.…
As we enter a "hot product summer" in the digital wealth industry, inflation seems to have slowed down (for now), and the focus is on AI. All kinds of products and in…
What's Hot (and What's not) There are four hot sectors that Crunchbase has identified as continuing to win cash; Generative AI, Power Generation, Esports, and The Futur…