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There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.

And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ UP!

First, HAPPY 2023 to all. Or, here we go again. Keeping things in perspective, there have been 2,023 new years going way back to zero...

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.

By Steven Brod For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...

Summary: Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe...

By Teresa Leno A recent Pew Research report ‘News Consumption Across Social Media’, highlights how Americans are accessing news content, and the role that each...

Friends, with the holidays now behind us, we're back it in 2023 analyzing the top deals in fintech and digital wealth...

By Christopher Hamman Happy New Year! Activities continued to brew within the decentralized space as Sam Bankman-Fried enjoyed limited freedom in his parents' basement....

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jeff Bernier.   Jeff has been providing personalized financial advice to individuals and...