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FINTECH VIEWS: How Tech Stacks Can Encourage Bank-Based Advisors to Go Independent
Across major cities from coast to coast, there’s a rising wave of bank-based financial advisors exploring independence. With decades of experience under their belt,...
The Al & Ivy (AI) Podcast, Ep. 51 | Debasement – Story or Shift?
DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy...
AI REGS & RISKS | Regulators Don’t Want You Using Cloud-Based GenAI Yet
By Greg Woolf, AI RegRisk Think Tank
Before financial institutions can fully embrace generative AI, regulators are sending a clear warning: not so fast. The Treasury Department,...
Bridgemark Strategies Continues Growth Momentum With Key Hires After Launch of Bridge Marketplace Advisor...
Bridgemark Strategies has broadened its team of advisor-facing specialists, adding Jason Hawn, Timari Robison and Travis Boak as recruiting consultants. This expansion comes less than a year after...
Kovair Partners with Boomi to Add Cloud-based Application Development to its Platform
Kovair Software, a DevSecOps, DevOps, and Application Lifecycle Management enterprise, has joined the Boomi Technology Partner Program, bringing managed DevOps-as-a-Service to the Boomi Enterprise...
STANDARD DEVIATIONS PODCAST: Amy Mullen – 5 Steps for Values-Based Financial Planning
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Amy Mullen.
Amy Mullen, CFP® is President of Money Quotient. In this role,...
MARTECH MINUTES: Digital Marketing Basics Part 1 – Database Management
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 clean and up to date for marketing purposes.
Markets & Baseball: “It Ain’t Over ’til It’s Over”
It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's...
The Wall Street Journal & Coinbase “Have Words” …. Whose Right?
A difference of definition. When is proprietary trading not proprietary trading? It seems the venerable Wall Street Journal defines the practice one way and...
WEALTHTECH INSIDER: Why Today’s Inflation Calls for Goals-Based Solutions
The recent rise of inflation has certainly created new challenges for investors, said Scott Ladner of Horizon Investments, on The Weighing Machine, a podcast from Rusty Vanneman of Orion Advisor Solutions.