This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center. Andy works with clients from…
Innovation is the currency that buys you a seat at the table. Today, the Money Management Institute (MMI) and Barron's announced the finalists for the 2024 MMI/Barron…
Happy Independence Day and welcome to another busy edition of AI & Finance. Today, before we get to our headlines, we’d like to introduce a new concept that our…
Well, the second half of the year has begun. Is it all you had hoped for so far? The Fed didn't cut interest rates yet, but now they have fewer days remaining this year…
Well, isn't this going to be interesting. The second half of the year is just beginning and already the drama (?) and suspense is at DEFCON 5. If there were a higher…
Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing coun…
Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Ro…
Crypto adoption is growing, with critics and supporters cheering from the sidelines. That said, legislation within the states will play a pivotal role in the industry's…
Artificial intelligence is everywhere, but not everywhere in wealth management—yet. In fact, as we frequently note in our weekly AI & Finance column, financial AI…
By Michael Partnow Lessons learned from the Nathan's Hot Dog Eating Contest: Find your niche no matter how obscure or different. We each have our own thin…
Maintaining consistent client communication is imperative for solid relationships and attracting new business. According to Teresa Leno, CEO and Founder of Fresh Finance…
Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON), an initiative designed to empower female advisors and executives. This first-time event,…