Happy Valentine's Day to all you lovers out there. If I could make custom candy hearts with VC messages, they would say: VC Rocks Fearless Startup Angel LOI Deal…
Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In fact, fintech SIgFig is making a major entre in…
By Christopher Hamman Things appeared to have cooled down in the markets with incoming inflation numbers. The US Treasury waded into the markets with its Cloud report,…
By Christopher Hamman There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage. The SEC continued its…
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jamie Hopkins of Carson Group. Jamie Hopkins is the Managing Partner of Wealth Solution…
The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and…
By Michael Nessim and Douglas Blake, Kingswood U.S. Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-cor…
Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore t…
While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the needs of advisory practitioners…
Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money jo…
Maybe the title should be 'Dazed and TOTALLY Confused.' Of course the title came from the 1993 movie of the same name and the movie was certainly funnier than what's…