The financial planning industry has lost a transformative leader. Patrick D. Mahoney, CEO of the Financial Planning Association (FPA), passed away on Saturday after a lo…
Before all the "experts" tell you where inflation will be, where interest rates will be, where the equity markets will be and who wins the Super Bowl this year, let's se…
Friends, We hope you all had a great holiday season and are queued up for an amazing 2025! This week we continue our retrospectives of 2024 with another nod at the tren…
This week we continue Part 2 of our industry report on trends we will see in 2025 in artificial intellligence in finserv. As AI/ML has continued to see mass adoption…
Decentralized Diaries for the Year of 2024 (Part 2) What portends for the crypto industry in 2025? Everything is topsy-turvy right now, but it will be an exciting ri…
The Year in Digital Wealth (Part 2) We wish everyone a Happy New Year! To review Part 1 of our 2024 year in digital wealth, click here. We move to Part 2 of our year i…
Auld Lang Syne The Scottish song 'Auld Lang Syne' translates to English as 'for old times' sake.' It is about preserving old friendships and looking back on the year ab…
Happy New Year! While wealthtech news does not take a holiday, we definitely do! Thus, this week, we’re going to give you the second half of a top 10 of sorts, the 10 bi…
This week on Standard Deviations, Dr. Daniel Crosby is joined by Dr. Christina Lynn. Christina Lynn, Ph.D., CFP®, AFC®, CDFA®, is a wealth management consult…
Welcome to a holiday week AI & Finance, in which we’ll review some of the biggest artificial intelligence stories of the past year. If we were trying to put together…
It appears the "Santa Claus rally" is under way. BUT, the real question is what happens when the calendar turns to January. New year. Will there be a "January effect" ra…
Friends - WOW - what great content our team has come up with for you both holiday weeks, with retrospectives of the year behind us and a look at what 2025 will bring. R…