By Chris Robbins As the weather turns cold, the news in digital wealth continues to heat up. In banking and infrastructure, FDX is updating its financial data protocol…
As we march along toward the holidays and the end of 2022 - all I can say is, WOW, hat a year. And as we type this, it's just been announced that Sam Bankman-Fried has…
At the risk of stating the obvious, we believe that there currently exists a disconnect between Wall Street’s view of what digital assets & blockchain technology have to…
By Christopher Hamman Editorial Note: We decided to pivot away from Sam Bankman-Fried and FTX because of the rapidly developing situation. We will keep you in the loop…
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wa…
Summary: “Your advice is not as good as you think.” – Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have our titles…
By Michael Partnow Tick, tick, tick … The ‘ticks’ seem to be accelerating, and now I am hearing gong, gong, gong… No, this article is not about my fondness for beauti…
Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas ga…
One more "shoe" to drop? Real estate. I know, gotta get that house now, right? Ah, no. Be ready, be smart and be prepared. Bear markets can (and will) get very nasty.
Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more in…
You've heard of the FTX debacle, right? You know who Sam Bankman-Fried (SBF) is, right? You're "aghast" at all the details and the cavalier attitude of SBF, right? Shock…
By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh announced a new chief finan…