In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to new positions. Not to be overlooked is the re-brandi…
Politics and regulation- The VC world is waiting to see how the SEC intends to regulate the industry, thanks to more money flowing into VC and a 'Fried' crypto exchange…
By Christopher Hamman Happy Presidents' Day! Gary Gensler and his team of miracle workers at the SEC seemed to function in overdrive. Well, just maybe. America's t…
By Christopher Hamman Things became pretty interesting in the decentralized space. Paxos received more than its fair share of knocks from the US regulatory authoritie…
Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Adam Holt, CEO & Founder at Asset-Map Holdings. Adam Holt is also Co-host of Rethin…
How good of a year was 2022 at Commonwealth? One for the record books. Last year, the Commonwealth Financial Network® posted the highest recruiting results in the fir…
Remember the rock song "I fought the law and the law won?" How about........"I fought the Fed and the Fed won." Don't fight the Fed. They are taking money out of the sy…
Friends, Happy Valentine's Week, and what a week we're in! With 3 "mysterious" aircraft shot out of the sky and the Super Bowl BEHIND us, what could be AHEAD of us? On…
Summary: Have you prepared your practice and clients for a global financial disruption? The world is experiencing economic despair, rising interest rates, fallout fro…
OK, what's up? The new year started out pretty much the same way that all new years begin. Financial markets gyrate, people make resolutions (never to be kept), genius f…
Attorneys engaged in estate planning are already well aware that transferring digital currency requires unique planning methods to ensure a seamless transfer to heirs.