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Summary: What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular...

Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.

Time sure flies by fast. Remember way back to November 2021? Bitcoin was in the lofty $60K clouds. Only a few months earlier (Sept....

Smart contracts use bitcoin’s blockchain technology to create immutable chains of transactions that cannot be reversed or disputed. This allows parties to trust each other without third-party intermediaries.

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by by Even Burr, President of Toews. Eben Burr is the President of...

To create high-quality content for your organization, consider working with a subject matter expert (SME). Hiring an industry-specific copywriter can benefit your organization by writing content for your SME.

Consolidation in the RIA market continues to prove an intriguing hot topic, no matter the prevailing wisdom regarding potentially negative effects of economic policy...

By Christopher Hamman What a week!  SEC chair Gary Gensler finally toed the line, classifying the Altcoins as securities, with crypto lawyers coming after...

Move over Meta and Musk; a much more interesting player is in town- AI. “In 2023, a wide range of open-source AI...

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...