You say stablecoin, Wyoming says "stable token." Or digital coin. Whatever, Wyoming will be the first state in the nation to have its very own stable/coin/token. Now I'm…
The collapse of the Silicon Valley Bank (SVB) has sent shockwaves through the technology industry, with investors, bankers, regulators and technology companies pointing…
Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while bei…
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard of Athena. Dr. Howard oversees Athena’s ongoing research which has led to a…
By Christopher Hamman It looks like things are heating up for the crypto space! Despite the regulatory pushback, things are looking up. Crypto crime is on the rise, p…
With the FDIC’s March 12th seizure of Signature Bank, what started as a bank run on Silvergate Bank has become a coordinated attempt by the FDIC to remove crypto related…
Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfact…
Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.
Last week was one for the record books for founders, funders, and The Fed. Let’s throw in the American public, too, while we’re at it, many glued to the news wondering w…
By Christopher Hamman Last week went by with diminished fears of a total banking sector coming to a halt. Yes, there are failures in the financial space, but by and l…
This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as well as a few important updates of note, including a “…
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion…