Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring “what a week!” And we really could say what a week,…
This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosb…
Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integra…
Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making…
Dec. 28, 2023 -- Conneqtor, a pioneering virtual advisor training program, is pleased to announce its acquisition by community-builder and “conneqtor” Joe Moss. This str…
Friends, we hope those who celebrated Christmas had a beautiful one and we wish you all a spectacular 2024! This week we have Part 1 of the "year in review" for many of…
Beginning very soon you will be subjected to every market "guru", analyst, fortune teller, tiktok genius and lunatic forecasting where things are going in 2024. Take y…
We continue with part 4 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience w…
The Year in Digital Wealth (Part 1) As we round off the year, we wish everyone a Merry Christmas. This week and next, we shall recap 2023 from a broad perspective.…
Decentralized Diaries for the Year of 2023 (Part 1) From the SBF trial to Changpeng Zhao's spectacular fall, 2023 had unexpected curveballs. We’ll showcase the yea…
It's not over...until someone sings. As we round out 2023, what's clear is that the VCs are still seeking to invest, demonstrating optimism for the New Year. Of interes…
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring “what a week!” And we could say what a week, as the…