This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener. In 2010, Stacy Havener founded Havener Capital Partners, an indepe…
There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marke…
Like the disclaimers say, "the past is not indicative of future results." That is certainly true in a bear market. Markets can, and do, go down longer then people believ…
And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ U…
First, HAPPY 2023 to all. Or, here we go again. Keeping things in perspective, there have been 2,023 new years going way back to zero (my point of reference). Some ha…
By Steven Brod For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Re…
Summary: Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe who’s inner circle advisor coachin…
By Teresa Leno A recent Pew Research report ‘News Consumption Across Social Media’, highlights how Americans are accessing news content, and the role that each social…
Friends, with the holidays now behind us, we're back it in 2023 analyzing the top deals in fintech and digital wealth the world over. Turns out, there were still some m…
By Christopher Hamman Happy New Year! Activities continued to brew within the decentralized space as Sam Bankman-Fried enjoyed limited freedom in his parents' basement…
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jeff Bernier. Jeff has been providing personalized financial advice to individuals an…
By Christopher Hamman With so many firms announcing earnings guidance, and end-of-year results, the digital wealth space has seen more than its fair share of ups and do…