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Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”

It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...

Business continued in full swing despite the holiday buzz. Regnology and Moodys unveiled a partnership, while eToro revealed a new portfolio focused on natural disaster...

The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.

Let's look back. Specifically 2019 through year-to-date 2023. That covers COVID-19, economic "upheaval," recovery, inflation and the Fed raising interest rates. Whew. That's a...

2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.

Just in case you may not have noticed........a new bear market in stocks is now underway. Very stealthy at first. Realize that before all your neighbors do.

Friends, is AI REALLY that smart?  We  also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!

As I have been saying for months, get out and/or get short the S&P. Only seven to ten stocks got the index where it is. The downside is going to be nasty.