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STANDARD DEVIATIONS PODCAST: Jon Dauphine – The Case for Pro Bono Financial Planning
This week on Standard Deviations, Dr. Crosby is joined by Jon Dauphiné, who leads the Foundation for Financial Planning’s (FFP) efforts to develop and...
AI & Finance™ | News for the Week Ending 2/16/24
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...
AI & Finance™ | News for the Week Ending 2/9/24
A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...
AdvizorStack To Integrate StratiFi’s Portfolio Risk Analysis Tools
AdvizorStack announced this week that it has partnered with StratiFi to provide customers with portfolio risk analysis, client risk profiling and compliance solutions.
AdvizorStack leans...
Sanctuary Wealth Differentiates Firm with Technology
One year ago, Sanctuary Wealth, found itself in the middle of an unforeseen and abrupt change of executive leadership. Adam Malamed, former Executive Vice...
Advisor Tech Talk (Week of 2/6/24)
It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.
In this week’s Advisor Tech...
REAL CLEAR CRYPTO: What is Web3?
Changes are coming that will make our experience online better in many ways. This is happening quickly and is a result of the explosive growth of “Web3” .
INTELLIGENCE FOR GROWTH: Simple Steps for Financial Advisors To Start Blogging
In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd, according to Matuya Brand, Head of Content and B2B marketing for TIFIN Clout
Advisor Tech Talk (Week of 1/29/24)
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...
Rethink. Financial Advice Podcast: Do you Have Partners or Vendors, With Brad Johnson
Should financial advisors expect more from the vendors they partner with? Advisors tend to be bombarded from vendors with all types of solutions, products,...