Newsletters have come a long way from the quarterly, monthly or weekly paper, snail-mailed documents once prevalent in the financial industry, in part thanks to platform…
Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended). That said, with recent improved numbers, Am…
Boulder, CO and New York, NY — July 27, 2023 — TIFIN, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the launch of TIFIN.AI. TIFIN…
Have you noticed (i have) there are now multiple ways to gauge inflation. Confuse investors like a magician so they ignore the obvious. No matter what, it’s getting more…
Friends, check out my interview this week with Wyoming's Gov. Mark Gordon on all things blockchain, plus an in-depth look at the state's innovative stablecoin initiative…
Content marketing has tremendously evolved in financial services over the past few years. Advisors must consider content marketing as part of a successful marketing plan.
self-custody of cryptocurrencies allows for transactions that keep your identity relatively hidden, providing you with a sense of autonomy that traditional banking syste…
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Brendan Frazier. Brendan Frazier is the founder of Wired Planning, the host of The Human…
Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.
More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant…
This week in advisor tech news we have a trio of major partnerships leading the way. The first is that financial wellness Financial Finesse has inked a deal with Capti…
Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations. The Fed launched "FedNow", its real-time payments ne…