Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite execut…
"What glitters is not always gold." "Size doesn't always matter." The same songs keep playing from a squeaky record player off of broken records (in this case, last ye…
The metaverse has been a hot topic of discussion lately. To better answer questions for their clients, it would be helpful for advisors to understand what the metaverse…
It was another holiday week, but still a busy one in the advisor tech world. In this week’s Advisor Tech Talk, we have a new partnership for alternative investment plat…
The Saudis & OPEC are out to hurt the US economically. Wait 'til they turn their sights on the USD. Inflation is not dead. It's paused at an elevated level. The Easter…
Friends, we hope you & yours enjoy a beautiful Easter holiday & if you're celebrating Passover, Happy Pesach!! In the meantime, it's been a hugely impactful week for Am…
It seems that institutions are playing both sides. On one hand, they are buying Bitcoin at unprecedented rates. On the other, they want to continue attracting investors…
Typically, the combination of market turmoil, economic uncertainty and a surging interest rate environment would present big picture challenges for asset managers, espec…
"De-Dollarization." What does that mean? In blunt terms, it means 'we don't want your U.S. dollars anymore.' This is not new news. The move away from the dollar has been…
Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then stormy weather makes the happy…
And they're BACK! While researching deals this week, they just kept getting larger and larger. What a relief to see double and triple-digit deals once again! Startups ar…
By Christopher Hamman It may be the crypto industry's turn to smile as the guys at Congress suddenly woke up from their beauty sleep (or is it slumber?) per the SEC's o…