Latest Updates Around The World
[Cryptocurrency’s downward spiral in the fourth quarter of 2025 reinforced a visceral understanding of the asset’s volatility and the difficulty of determining the rationale for the continued sell-off. Articles during this period were prevalent with head-scratching and grappling with the market dynamics behind the price collapse. All the while, retail and professional investors were being burned in […]
Rocco Pellegrinelli, CEO of Trendrating | Image credits: Institute for Innovation Development [The SP500 index is up 90% since October 2022 – a solid 3-year bull market without any major lasting correction and change of market regime. Investing in indices and passive products proved to be rewarding, but the obvious question now is – can […]
For investors, this shift raises important questions: How should we approach emerging technologies like wearables without chasing the hype? How big is this market? Are we missing out on great opportunities? How quickly is it ready to grow? Why investors are looking at wearables It’s easy to see why this space continues to turn heads. […]
January 14, 2026 For many high earners, especially those with additional income streams, the bigger challenge is finding ways to save beyond these limits in a tax-efficient manner. At the same time, it is becoming increasingly common for full-time employees to earn an income outside of their primary job. If you offer freelance or consulting […]
Matt Novello, Managing Director of FLX Media | Image credits: Institute for Innovation Development [According to a 2025 Wyzowl survey of a large cross-section of marketing professionals, video as a marketing tool is used by 89% of businesses and is considered integral to the marketing strategy of 95% of those marketers – an all-time high. Data reinforces […]
Tom Van Horn, Chief Operating Officer of TIFIN AXIS | Image credits: Institute for Innovation Development [AI agents are coming to financial firms to revitalize and modernize their middle office operations. For many firms, the middle office has become the single greatest drag on scale — and AI agents directly target this structural constraint. Weighed down […]
[Among the fastest-growing product vehicles in the industry, separately managed accounts, per the FUSE Research Network, are projected to top $5.1 trillion in assets in 2026, reflecting a 15.4% CAGR over 2025 and 2026. With the ten largest SMA managers by assets representing 65% of the market, innovation will come from smaller, nimbler SMA players, that […]
Chief Technology Officer at Dynasty Financial Partners | Image credits: Institute for Innovation Development [With 100,000 financial advisors retiring amidst the $84 trillion Great Wealth Transfer and rising personalized client services expectations, this guest article from Leslie Norman, Chief Technology Officer (CTO) at Dynasty Financial Partners, explores the evolving role of AI technology in wealth management firms […]
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To make Wealthtender free for readers, we make money from advertisers, including financial professionals and companies that pay to be featured. This creates a conflict of interest when we favor their promotion over others. For more information, read our editorial policy and terms of service. Wealthtender is not a customer of these financial service providers.➡️ […]
