This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Derek Hagen. Derek Hagen is the founder of Money Health Solutions®️, a financial therap…
Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in the future. Mark Pfaff started as an a…
The rise in gaming economies has led to many companies attempting to reinvent the ways in which gamers spend money on improved digital experiences and accrue in-game val…
Financial literacy, or financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently. Understan…
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue Trust. The two f…
This week, financial inclusion and 'un-banking' were prevalent in the startup funding scene, a sign that times are changing for consumers and SMBs (small to medium-sized…
By Christopher Hamman As we all prepare to kick back for summer, things seemed pretty sunny in the cryptospace (for the most part). Then again, if hacking events incre…
By Christopher Hamman We hope you enjoyed a Happy Memorial Day! With treasury yields falling, many think this is "the end" of things as we know it. We will have to wa…
It was another big week in advisor tech news. Of course, the biggest news of the week (already covered in our last edition of Advisor Tech Talk) was the announcement by…
In April, Advisor Group formalized its plans to consolidate its network of firms under one new brand – promising wide-ranging benefits from tech consolidation to home of…
First, to be perfectly clear, THIS WEEKLY REPORT IS NOT AI-GENERATED. You don't need any type of intelligence to know that the financial markets are going nowhere. Summe…