Is the cryptospace a dark place with no scruples? A former SEC chairman seems to think so. That said, an analyst at J.P. Morgan thinks the worst of the current "cr…
In the meantime... Remember those long road trips as a kid when you felt trapped inside the family car for hours? 2023 has felt like that when it comes to deal activity…
BOULDER, Colo. and LOS ANGELES, Aug 28, 2023 — Money News Network and Magnifi announced today a first-of-its-kind podcast, “Money Assistant,” hosted by renowned financia…
Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies.
After founding a business and setting out on their own, advisors must plan early to achieve enough growth to reach their first $1 billion in AUM—then it’s time to reasse…
Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicte…
RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional…
Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on…
"Normals" are getting confusing. New normal, old normal 'expected' normal. Actually, what is "normal?" If you know the answer to that you qualify to be a pure genius.…
Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy wor…
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Sterling Johnson. Sterling Johnson is the Just Opportunity Portfolio Director for the Pa…
Today's relationship managers must go deeper than they historically have and rely less on external subject matter experts in early conversations with clients and prospec…