Happy Thanksgiving week! Automation is the new buzzword that rubs off everything as the holidays approach. That said, Bloomberg is shuttering a key i…
It looks like the SEC is hedging its bets with crypto ETF delays. We will have to wait and see what is simmering under the hood. That said, Coinbase found a soluti…
In this week’s advisor tech talk, wealth tech executives are on the move. Competent leaders often play musical chairs with different C-Suite positions in the wealth ma…
Quality (over quantity) It's been an almost absent year for M&A, but tech valuations are rising, especially for later-stage startups. Despite fewer deals in 2023, l…
Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?
Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will th…
The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.
Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for? Check out this week's feature story and you will! READ UP!!
If I were long equities. I sure would have FOBI (fear of being in). What could possibly go wrong, right? I'm sure we will find out. Have markets become politicized?
Well, here we are again. Financial markets have moved up sharply. Bitcoin and ethereum, too. Now what? The higher markets go, FOMO kicks in. You know, the dreaded "fe…
Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Eric Crittenden. Eric Crittenden is the Founder and Chief Investment Officer of Stan…