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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.

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...

Contrarian. Making predictions for a new year is nonsense so we won't go there. BUT, new year resolutions? Totally different way to set forth...

By Teresa Leno As you can imagine, VC deals slowed a bit during the holidays. But, with the New Year's optimism, new...

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.

What is a "real" valuation of something? Although there is a lot of discussion currently being bantered about on what the value of bitcoin...

After 40 years, interest rates are now rising to both quash inflation AND get rates back to "normal," whatever that rate is. Let's call this a "Black Bear market."

I want to believe. I really do. No, not in Santa Claus but rather all the happy, optimistic, forward-looking economic chatter. But, alas, I just can't. Inflation in the US, came in "lighter" then estimated BUT 7% is NOT good.

Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP!

There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.