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A Different Game 2024 is shaping up to be a positive for startups, according to data provided by CB Insights on deals...

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center. Andy works with...

Well, the second half of the year has begun. Is it all you had hoped for so far? The Fed didn't cut interest rates yet, but now they have fewer days remaining this year to do so. Hope springs eternal.

Well, isn't this going to be interesting. The second half of the year is just beginning and already the drama (?) and suspense is...

Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country.  Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

Maintaining consistent client communication is imperative for solid relationships and attracting new business. According to Teresa Leno, CEO and Founder of Fresh Finance, clients may be unhappy with their advisors because they need more communication.

Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON), an initiative designed to empower female advisors and executives. This first-time event,...

This week we continue our series on the top 5 VC-funded deals in AI. More big bucks rolling in for AI and this week four...