This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kathi Balasek. Kathi Balasek is an educator, grief literacy & empathy communica…
Where is the smart money going? What is the world’s largest asset manager investing in? With all the talk of companies investing in AI and a variety of asset classes w…
SBF says he has "issues". Well, everybody does, that's life. That said, many Americans don't want a CBDC. Bitcoin miners showed Paxos some love with the return…
Does valuation = profitability? This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the valuation data that may not tell th…
The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "roman…
The crypto landscape is a double-edged sword. On one side, it offers incredible opportunities for investment & financial growth. On the other, it's fertile ground for sc…
To be perfectly blunt, WTF is going on? Let's pretend you are spending time at the international space station looking down at earth from 250 miles up. Floating aroun…
As advisors try to broaden their clientele, they’re better off focusing on creating memorable experiences than on trendy client groups and prospect sources.
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way. Not to be forgotten, there are also items from CAIS, Re…
With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.
FusionIQ, a cloud-based wealth management solutions provider, is bringing its FusionIQ One platform to Canada. According to the company, its all-in-one platform with fou…
As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The long haul of the school year…