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By Teresa Leno A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...

In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to...

Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Adam Holt, CEO & Founder at Asset-Map Holdings. Adam Holt is also...

Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In...

By Christopher Hamman Things appeared to have cooled down in the markets with incoming inflation numbers. The US Treasury...

Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!

The things that make a cryptocurrency market, whether Ethereum (ETH) or Bitcoin (BTC), trend upwards (bullish) or trend downward (bearish) are the same things that give value to the crypto in question.

In this article, we discuss the 4 ways that blockchain and crypto are changing things for Real Estate Professionals via crypto, tokenization and multiple utilizations of NFTs.

Like the disclaimers say, "the past is not indicative of future results." That is certainly true in a bear market. Markets can, and do, go down longer then people believe.