Home Search

hma - search results

If you're not happy with the results, please do another search
NEWS BRIEF 3 Industry

Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief...

0
George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 – Docupace,...
Press Release 5

Practifi Wins Wealthmanagement.com Award for Outstanding Achievement in CRM

0
Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the Wealthmanagement.com 2021 Industry Award for CRM in the category of Technology Providers.

REAL CLEAR CRYTPO: Sarson Funds PM Blake Richman Talks DeFi Use Cases

DeFi has taken the cryptocurrency industry by storm. While this burgeoning market segment only really began to take shape over the past year or so, it has already begun to disrupt Wall Street.

DWN AI Index™ | Daily Report

0
The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector. The index is comprised of a diversified group of...
zCindy-New

DWN Publisher Notes For 5/15/24

Friends, we think you'll like our lead story this week - I can certainly identify with it, as it's a bit hard to know what to watch these days. Meanwhile, we have SO MUCH NEWS to report along with an interesting op-ed on digital assets....READ UP!!

STANDARD DEVIATIONS PODCAST: Dr. Randall Stutman – A Behavioral Approach to Leadership

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Randall Stutman.  Dr. Randall Stutman is a leadership scientist dedicated...
zCindy-New

DWN Publisher Notes For 5/8/24

Friends, we like to deliver the news - just the news - on the finserv technology industry, and then pepper it with some solid thought leadership.  But every now and then, we'll also lthrow in a jolt - akin to a cold shower - like our Gray/Black Swan piece this week - just to make sure you're awake. READ UP!!

STANDARD DEVIATIONS PODCAST: Lindsey Lewis – Women and Money

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Lindsey Lewis.  Lindsey Lewis has built a career around women and...
zCindy-New

DWN Publisher Notes For 5/1/24

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

STANDARD DEVIATIONS PODCAST: Dr. Thomas Mathar – Financial Wellness vs. Financial Independence

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar. Dr. Thomas Mathar, from Hamburg and now...