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As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.

By Christopher Hamman The decentralized space has somewhat revived after positive lower-than-expected US CPI numbers. Bitcoin is breathing easy at around $20k. SBF's lawyers have...

Watch as Niharika Shah of TIFIN Wealth and Meghan McCartan, Chief Marketing Officer of Hightower Advisors discuss how financial advisors can accelerate growth through measurable content marketing. 

Detroit-based White Glove, a tech-enabled marketing company that specializes in client acquisition and engagement for financial advisors,launched a simplified, all-inclusive pricing structure. The company focuses...

Inflation is like a New Year's resolution. You put on 50 lbs. eating too much. You resolve to lose weight, you drop 25 lbs, but you are still 25 lbs. heavier. Inflation eases to 6.5% from almost 8%. It's not bullish.....and you're still overweight.

In this article, we discuss the 4 ways that blockchain and crypto are changing things for Real Estate Professionals via crypto, tokenization and multiple utilizations of NFTs.

Friends, we're excited to launch two new features this week - a new podcast series, Standard Deviations, and a new content series, Martech Minutes. We think you'll love them both!  READ UP!

Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...

Like the disclaimers say, "the past is not indicative of future results." That is certainly true in a bear market. Markets can, and do, go down longer then people believe.

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!