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STANDARD DEVIATIONS PODCAST: Saundra Davis – Balancing Candor and Compassion in Client Communications

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Saundra Davis. Saundra Davis, MCC, MSFP is a highly respected financial...

REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk

Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency. 

The Week in Digital Wealth (10/23/23)

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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...

Advisor Tech Talk (Week of 10/24/23)

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

Top 5 VC Deals of the Week in Fintech (10/23/23)

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The Game of Monopoly... Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...

The Week in Digital Wealth (10/17/23)

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  The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core. Enfusion launched its management offering. Citi successfully integrated with...

Decentralized Diaries for the Week of 10/17/23

Israeli authorities allegedly identified stablecoin wallets with ties to terrorist groups. Our thoughts and prayers are with the victims of the current conflict on both...

Advisor Tech Talk (Week of 10/17/23)

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You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

The Week in Digital Wealth (10/9/23)

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  Happy Columbus Day! The FinTech industry continued to move along with TS Imagine's new tools. BBH, the FI giant, added execution services. The BIS continued the CBDC...

Decentralized Diaries for the Week of 10/9/23

SBF's trial is finally underway. We should expect drama. LOTS of it. The CFTC may take action against Steve Ehlrich, Voyager Digital's co-founder. He vowed to have his...