The Latest In Financial #AdvisorTech (February 2024)
Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and...
Retaining Advisor Talent With Equity Rights
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Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's...
Ethereum Has Gatekeepers (for Good Reason)
Indeed, the core idea behind ERC-404s is to make it easier to fractionalize, split ownership and improve liquidity when trading non-fungible tokens (NFTs)....
Using The Iceberg Follow-Up Model To Connect With Clients
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Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's...
Weekend Reading For Financial Planners (February 10-11)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey...
New York Expands Fraud Case Against Digital Currency Group to $3 Billion
"The fraud and deceit were so expansive that many additional people have come forward to report similar harm," James said in a statement....
