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STANDARD DEVIATIONS PODCAST: Jay Coulter – The 5 Dimensions of a Great Advisory Practice
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jay Coulter.
Jay Coulter is a practice management and investment portfolio...
STANDARD DEVIATIONS PODCAST: Jen Clinehens – The Consumer Psychology of the World’s Best Brands
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Jen Clinehens.
Jennifer Clinehens is currently Head of Experience at a major...
SS&C to Eliminate “Burdensome Operations Processes” for Alt-Platform Crystal Capital Partners
The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...
REAL CLEAR CRYPTO | OP-ED: Gary Gensler’s Reign At The SEC May Be Ending
As Gary Gensler took control of the SEC as Chairman in April 2021, there was already a deep understanding in Congress and at the SEC as to how crypto should be regulated to protect investors.
MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
‘Tis The Season……….For Common Sense
The holiday season is beginning. 'Tis the season to be jolly? Well, jolly is OK but it's really time for some good old fashioned...
DWealthMuse Video Podcast: Making Sense of the Developing Regulatory Landscape for Cryptocurrencies
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional...
LaSalle St. Opens Technology Learning Center
LaSalle St., a Chicago-based group of wealth management firms, introduced its new Technology Learning Center earlier this week....
Advisor Group’s Peter Clemson Intensifies Focus on Digitization of Service Experience
The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.
Session #7: Understanding Non-Fungible Tokens (NFTs)
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Session #7: Understanding Non-Fungible Tokens (NFTs)