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AI & Finance™ | News for the Week Ending 3/22/24

We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...

STANDARD DEVIATIONS PODCAST: Dr. Derek Griner – Compassion: Empathy in Action

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Derek Griner, a psychologist, associate training director and clinical...

Advisor Tech Talk (Week of 3/18/24)

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

STANDARD DEVIATIONS PODCAST: Not Being Dumb Beats Being Brilliant

This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth. Educated...

AI & Finance™ | News for the Week Ending 3/8/24

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

Advisor Tech Talk (Week of 3/04/24)

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...
NEWS BRIEF 3 Industry

Diversify Advisor Network Announces Kevin Bendix as Chief Legal Officer

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Kevin Bendix has joined independent wealth management firm Diversify Advisor Network as Chief Legal Officer. According to a press release issued by the firm,...

STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries (Pt 3)

This week on Standard Deviations, Dr. Crosby is joined by Stacy Havener of Billion Dollar Backstory, for the third part in an ongoing miniseries...

Advisor Tech Talk (Week of 2/20/24)

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In today’s wealth technology update, the dis-intermediators are making a splash.  I think most of our readers anticipate—or dread—the day when disintermediating...

FreshFinance & ReachStack Partner to Offer Improved Advisor Communications

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Fresh Finance and ReachStack recently announced a partnership to integrate a new layer of analytics, AI, and intelligence into their next generation of digital...