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Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.

The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the...

There are some large impending catalysts in the Bitcoin arena, notably the Bitcoin halving in April 2024 and the anticipated approval of a Bitcoin spot Exchange-Traded Fund (ETF) by the end of January 2024.

This week we begin a new 5-part series for the month of December on artificial intelligence within the financial sector and four leading use...

As we eagerly step into the New Year, the sphere of technology continues to pulse with excitement and innovation. We believe the spotlight will be firmly on Virtual Reality (VR) and Augmented Reality (AR) in the new year.

Feedback about marketing efficacy is not always immediate, and ROI (Return on Investment) may only sometimes be easily traceable back to a particular initiative. So, how can you prove the value of marketing dollars?

Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.

It’s all about the apps.  Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...

For the near future, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Dr. Daniel Crosby first launched his...