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George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 – Docupace,...

A recently published study of the fiduciary adviser industry, the 2023 Investment Adviser Industry Snapshot (Snapshot), shows continuing strength in the space, despite – or perhaps...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Rusty Vanneman. Rusty Vanneman serves as the Chief Investment Strategist for Orion...

For FAs, a significant reason clients may be unhappy with their advisors is a need for more communication. Communication is no longer just emails and phone calls; it's social media, blog posts, and newsletters too!

Here's a theory. Is the SEC attempting to scare investors and make it extremely difficult to buy bitcoin with the intent to drive them into an ETF? Pretty sure Blackrock contributes to political campaigns. Hmmm!

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Meb Faber. Mr. Faber is a co-founder and the Chief Investment...

Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations. LOS ANGELES – June 13, 2023 – Docupace, the leader in cloud-based fintech digital operations...

With the debt ceiling lifted the treasury will be offering $1t in new debt. Maybe that's why the fed will hold off on raising rates? So what to do?  Before I head back to the pooll, maybe buy a bit more BTC and ETH.

AlphaTrAI, the tech-driven, San Diego-based asset management firm that leverages artificial intelligence to deliver investment results, has added a third industry veteran to its...

La de da. Stocks only go up. What could possibly go wrong? I was involved in the 1987 crash, the dot com bubble and the 2008 financial crisis. I know what can go wrong. Be very cautious & survive (prosper).