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This week on Standard Deviations, Dr. Daniel Crosby shares an unreleased essay from his new book, The Soul of Wealth. Educated at Brigham Young...

Friends, we want to thank everyone who made the big trip to Bozeman last week for the Big Sky AI Roundtable. Greg Woolf did a great write up of the conference for us below. Meanwhile, the industry news continues and you'll find it all here...READ UP!

With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...

Friends, The Big Sky AI Roundtable is finally here! We’re excited to welcom our sponsors and attendees to Bozeman for an impactful roundtable discussing the future of finance and the role artificial intelligence will play in it all Meanwhile, the sector news continues and you’ll find it all here below…READ UP!!

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Megan Gorman. Megan is the founding partner of Chequers Financial Management,...

There’s so much AI in Finance news to get to this week, we’re going to dispense with most of our introduction so we can...

Friends, some weeks we have SO MUCH CONTENT and this is one of them, though EVERY WEEK I believe we report industry news better than any media firm out there.  Anyhoo, make sure you check out our advance videos for our upcoming AI Roundtable being held herein Bozeman next week...READ UP!

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP®. This week on Standard Deviations...

Friends, FINTECH IS STILL RIPE FOR INNOVATION. You heard it here first. We recently registered on the SAP Ariba vendor system and it was NOT "efficient", and that's a vast understatement. In this age of generative AI and the best and brightest minds re-writing the way finserv functions, how can a payments/vendor system this difficult and non user-friendly even still exist? But I digress. Another great newsletter awaits you here...READ UP!!

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Cady North, Founder and CEO of North Financial Advisors Cady North...