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This week on Standard Deviations , Dr. Daniel Crosby is joined by Philip Courtenay. Philip is a sought after consultant and speaker on financial...

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.   On one side are the technological utopians who imagine...

Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collaborations...

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...

While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...

Yes, crypto is a movement. But, the kinks are the issue. They have always been. Innovation comes with the turf, though. This will continue...

This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector.  Market glitches occurred...