Been away? Took some time off? Well it's just about time to get back to the "real world." Which, by the way, is certainly not as much fun as "summer vacation world." But…
While many advisors offer their clients valuable advice around charitable giving, they may not have had access to the technology or processes to fully integrate giving i…
Bad news is good news, right? NO, NO NO. That was pre-summer. Welcome to the post-summer season. A hurricane is brewing for the financial markets.
Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week i…
CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services who…
When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies t…
Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management…
The landscape of the digital economy is constantly changing. The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are gone.
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Stacy Havener.c This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is j…
Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That said…
Is the Department of Justice heading for a showdown with Binance? That could be a possibility with a sealed filing from the SEC. That said, the Courts seem to be t…