Frineds, checking in with our latest news in fintech venture capital. While we are always optimistic about the sector and the innovation coming from start-ups, there's…
Regulation is always a hot topic. It's also no secret that regulators love to regulate (ah, the power). So, more regulators result in more regulations and more power. An…
EDITOR'S NOTE: We're pleased to continue our new "The Decentralized Diaries" series - now on week 2 - covering the most important news in crypto and defi worldwide. We…
In the same way that Bitcoin takes power away from banks and governments and returns control to its users, Web3 takes back control of our personal information from big t…
Finktok, also referred to as Financial TikTok or StockTok, is a subcommunity of TikTok users who provide advice, education, and discussions on personal finance in short…
A vision for an educational platform & resource for clients began last year, “PractifiU” started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehe…
Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn. Kobus is well respected not only in his homeland, South Africa,…
By Christopher Hamman The digital wealth sector has, once again, had a very busy week on all fronts. In the banking world, Bank of America announced new capabilities…
There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the right time for the right…
The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an extremely volatile p…
How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as they debate this question and hear fro…
“It’s hard for two dudes to do that.” In a male dominated industry & profession, JR shares how he led his team at The Lerner Group at Hightower to be more balanced…