Consolidation in the RIA market continues to prove an intriguing hot topic, no matter the prevailing wisdom regarding potentially negative effects of economic policy and…
By Christopher Hamman What a week! SEC chair Gary Gensler finally toed the line, classifying the Altcoins as securities, with crypto lawyers coming after him on Twitt…
Move over Meta and Musk; a much more interesting player is in town- AI. “In 2023, a wide range of open-source AI models will drive adoption across enterprises toward th…
What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important than the news from Orion that it had comple…
By Christopher Hamman With key inflation numbers rising, many people wonder if the US economy will rebound as it has always done. In capitalist economies, cycles are t…
Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management plat…
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates…
Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum…
Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Ba…
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goa…
Famous four words. This time it's different. Those words usually "pop up" in order to justify why financial markets behave counter to common sense. Until they don't.…
By Teresa Leno A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog or write a few new paragraphs fo…