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In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?

The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Eric Crittenden. Eric Crittenden is the Founder and Chief Investment...

Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

The S&P 500 is a "dead index walking." Be out or short. The downside will be nasty. Again, my opinion, down on the year. Be careful. Continue holding or adding to BITCOIN and ETH positions. GOLD is a hold.

The reason a niche is important is because the wealth management industry has a real problem with standing out from the crowd. Having a nice helps advisors differentiate themselves from their peers.

Innovation continued to rule despite higher temperatures. That said, it seems the grass is greener on the other side for many Americans. Another credit card is...

Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...