Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth s…
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goa…
These appointments follow the recent announcements of J.P. Morgan-backed TIFIN.AI to drive thematic generative AI-focused innovation in the financial services industry a…
ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, r…
When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how t…
As a financial advisor, planning is probably the greatest service you offer to your clients. That same careful planning is necessary when it comes to your business’s mar…
The Los Angeles-based fintech real estate investment firm, Leap Analytics, recently launched an educational training series for commercial Realtors. The new program focu…
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Amy Mullen. Amy Mullen, CFP® is President of Money Quotient. In this role, she frequentl…
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech firms. Oh sure, we had big AI-related announcements…
The domestic "cool down" M&A involving U.S.-based, VC-backed companies is on pace for its slowest year since 2013. Through Q2 2023, only 429 U.S.-based, VC-backed s…
The crypto bills are finally heading in one direction. That's a big win for the Bitcoin (and crypto) community. It's a long way ahead before the laws get signed.…
Publisher's Note: I recently had a far-ranging conversation with Governor Mark Gordon of Wyoming on the state's innovation in the blockchain sector, a new education ini…