Everyone has heard of Bitcoin, but not everyone has heard of the exciting ways that the same technology that powers Bitcoin will power tomorrow’s technology companies.
In this article, TIFIN Clout, an AI-powered digital marketing solution for FAs, offers practical guidance and actionable tips to help you make those improvements to star…
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. Michael Finke. Michael Finke, PhD, CFP®, is Professor of Wealth Management, Director…
We’ve notched another big, busy week in the advisor tech space. Perhaps the most interesting headline is that Tyrone Ross, an outspoken proponent of digital assets and…
The drop in U.S. credit ratings did not slow things down in the industry. Then again, the downgrade is a sign of the chaotic times we find ourselves in. That said,…
Fairwell, Au Revoir, Adios, Auf Wiedersehen. Tech layoffs are slowing, but many companies are laying off most, if not all, of their employees and shutting down. Many di…
The cryptospace's new normal without Gary Gensler's focus is weird but quiet. Then again, the SEC will soon return with another fresh round of actions (rumor has it B…
Sometimes it's just too much. We are talking information. Or, rather, the immense choices of information. How do you know which source (or financial index) to choose?…
It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment po…
Notice a difference in the financial markets? Or, put another way, WTF is happening? Sure, financial markets have always been in some sort of change and adaption, but…
IT'S SUMMER. IT'S AUGUST. IT'S THE TIME FOR "DO NOTHING" MARKETS. BTC & ETH dropped slightly on the week (Tue-Tue), gold dropped, too and the S&P 500 was virtually uncha…
Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of lear…