Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along with his…
As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races. The biggest arms race, on…
Crypto volatility may be a permanent thing. Then again, we are all holding on for dear life! (HODL) That said, the week was busy on the regulatory side, with several…
Data Data Data! Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases. Meanswile, AI continued to move in an…
Just say "AI"... 2024 is the year of AI, a year for startups to dabble in it and VCs to fund it as the world buzzes over it. The mention of AI makes a startup more desi…
Just like our ancestors used precious metals & real estate to store wealth, the modern generation has found a new avenue - Bitcoin. Michael Saylor has suggested that BTC…
72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.
Fresh Finance, a leading financial technology company, has forged a strategic alliance with Wealth Management GPT, a global provider of generative AI solutions for the w…
Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe. Bowman will be responsible…
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth. Educated at Brigham Young and…
We thought it would be interesting for our readers to get a good grasp on the definitions of "artificial intelligence" and "machine learning" in a short, crisp overview.…
Marshall Wealth Management Group, a full-service independent wealth management firm, announced this week that it rebranded to Novus Wealth Group. The firm chose its n…