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This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Adam Holt, CEO & Founder at Asset-Map Holdings. Adam Holt is also...

How good of a year was 2022 at Commonwealth? One for the record books. Last year, the Commonwealth Financial Network® posted the highest recruiting results...

Friends, Happy Valentine's Week, and what a week we're in!  With 3 "mysterious" aircraft shot out of the sky and the Super Bowl BEHIND us, what could be AHEAD of us?  One thing we know, fintech innovation marches on regardless. READ UP!

Summary: Have you prepared your practice and clients for a global financial disruption?  The world is experiencing economic despair, rising interest rates, fallout from...

OK, what's up? The new year started out pretty much the same way that all new years begin. Financial markets gyrate, people make resolutions...

Attorneys engaged in estate planning are already well aware that transferring digital currency requires unique planning methods to ensure a seamless transfer to heirs.

Happy Valentine's Day to all you lovers out there. If I could make custom candy hearts with VC messages, they would...

Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In...

By Christopher Hamman There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage. The SEC...

For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.