March Madness hasn't been just for basketball. Nope. March madness has spread to the banking sector. At the beginning of every March, almost everyone in the country b…
Go get the money… You've proven you can survive and manage your cash, all of you startups who've bootstrapped with no VC; we salute you. Startups previously overlooked…
A common problem that marketing and advisor teams experience is how to create and maintain a hygienic database. Your CRM should play a part in ensuring your data is clea…
Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since most of us have had no formal financial education…
By Christopher Hamman It seems the US Government is trying to ban crypto without doing it officially. At least, not yet. The owners of 6 million Bitcoins have taken…
It seems that banking and cryptocurrency are top of mind for investors and US policy makers at the moment. We are seeing an about-face from the Federal Reserve when it c…
By Christopher Hamman Ahh, the smell of spring...and everything that comes with it! The US economy overheats from time to time, (that's normal, though this time feels…
Another week is in the book for advisor tech news, and it was a busy one indeed. Aside from the rescue of Credit Suisse and the ongoing fallout from the collapse of sev…
In the financial services industry, numbers are everything. Successful firms and RIAs are always working to achieve operational excellence. But how do you know when you’…
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by best-selling author Sam Sivarajan. Sam Sivarajan is a best-selling author and senior fi…
The same folks that started the fire (inflation, zero interest rates, lax oversight, etc.) are now having us believe they are the ones to put out the fire?? Really?
Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week. Meanwhile, click thru to read my op-ed this week, reviewing th…