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Multi-family office RIA Caprock Makes Grey Street Capital its First Acquisition

Caprock, an RIA serving ultra-high-net-worth clients, announced it acquired Chicago-based Grey Street Capital, a boutique advisor firm with $2.2 billion in client assets. The deal...

STANDARD DEVIATIONS PODCAST: The Future of Everything is Human-First

This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money. Educated at Brigham Young and Emory Universities, Dr....

WEALTHTECH INSIDER: The First 8 Years from Startup to Enterprise

For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.

BACK OFFICE HEROES: Your Voice is Your Unique Differentiator–Advisors Must Find Theirs

Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy world.

STANDARD DEVIATIONS PODCAST: Brendan Frazier – 10 Rules for Human-First Financial Advice

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Brendan Frazier. Brendan Frazier is the founder of Wired Planning, the host of...

STANDARD DEVIATIONS PODCAST: Heather Fortner – Building the Human-First RIA

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Heather Fortner. As CEO, Heather Fortner leans into her passion for listening...

BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.

Rethink. Financial Advice Podcast: Putting the Advisor First – An Accelerating Curve Featuring Dave...

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable...

WEALTHTECH INSIDER: Orion Launches Redtail Campaigns, Industry’s First CRM-Centric Marketing Suite

Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.

FusionIQ Launches Digital First TAMP

Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...