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The Week in Digital Wealth (5/27/24)
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...
Decentralized Diaries for the Week of 5/27/24
Again, the industry had its day in the sun per Ethereum ETFs, with everyone wondering what is (really) going on with the SEC and...
A Fantastic Opportunity? Or, Maybe Not
First, hoping you had a very Happy Memorial Day. Time to reflect, remember and honor all those that have served, are serving and especially...
STANDARD DEVIATIONS PODCAST: Jane Adshead Grant – Becoming a Better Listener
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Jane Adshead Grant.
Jane is passionate about contributing to the world of...
5×5: Five Ways to Spend 5 Hours or Less a Week on Compliance
Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success.
Beyond...
AI & Finance™ | News for the Week Ending 5/24/24
Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...
AI EDUCATION: What is Snapdragon AI?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we're delving into Snapdragon,...
The Taylor Market Report (5/21/24)
OVERALL. ALL the markets (equities, commodities, crypto) feel like there may be a huge speculative upside "blow off" coming. Exciting? Yes. Scary? Yes, that too.
STANDARD DEVIATIONS PODCAST: Jason Pereira – The Future of AI in Wealth Management
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial.
Jason is first...
MARTECH MINUTES: 7 Hot Trends Impacting Advisor Marketing
Today's marketing landscape is increasingly complex and competitive. By implementing these seven trends into their marketing strategy, advisor marketing teams can effectively engage clients and prospects.