Turn it Up! The 'funding winter' of 2023 is behind us, and forward-thinking suggests that 2024 will be the year to thaw out the startup funding scene. The area set to b…
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Richard Shotton. Richard is the author of The Choice Factory, a best-selling book on how…
For those diving into cryptocurrency investing, a diversified approach is often recommended. One effective strategy is to construct a balanced portfolio with your alloca…
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
In the past four months, investors and their portfolios have been dealt with a blow of volatility—but advisors have plenty of tools to reach out and help them.
For wealth managers serving an increasing number of affluent and high-net-worth digital natives, the pressure to deliver on the tech front is a make-or-break proposition…
For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive…
Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Togeth…
Toronto-based CapIntel, a financial technology company that delivers productivity enhancing, web-based solutions to financial services wholesalers and investment advisor…
CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service. The Palo Al…
What if everyone is wrong again this year BUT for the wrong reasons? What if interest rates don't get cut.....or raised? What if inflation doesn't perk up......but stays…
Friends, last week the SEC finally approved Bitcoin ETFs to great media fanfare, but author Bill Taylor says NOT SO FAST, folks, in 'GOLD vs BITCOIN vs BITCOIN ETF' Mean…