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BACK OFFICE HEROES: Making Operational Excellence Your Strongest DIfferentiator

Operational excellence seems like a lofty goal for many firms, but putting it into practice is not only possible — it’s necessary to reach growth opportunities and provide a top-tier client experience.

REAL CLEAR CRYPTO: Bitcoin & The ESG Angle

It seems that institutions are playing both sides. On one hand, they are buying Bitcoin at unprecedented rates. On the other, they want to continue attracting investors by fulfilling ESG mandates

Advisor Tech Talk (Week of 4/3/23)

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Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...
NEWS BRIEF 3 Industry

AlphaTrAI Expands Leadership Team With Addition of Anjun Zhou and José Pierre

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AlphaTrAI, a technology company that applies artificial intelligence to deliver business solutions and products to the financial industry, recently announced the appointment of Anjun...

WYOMING BEE | Blockchain Education for Everyone: Meet Candace Ryder

By Mike Wilkins When Candace Ryder joined the University of Wyoming as a Faculty Development Professional in early 2020, she had no idea what was...

How’s Your “Bank Bracket” Doing?

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March Madness hasn't been just for basketball. Nope. March madness has spread to the banking sector. At the beginning of every March, almost everyone in...

Advisor Tech Talk (Week of 3/27/23)

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Another week is in the book for advisor tech news, and it was a busy one indeed. Aside from the rescue of...

Publisher Notes For 3/22/23

Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week.  Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year.  READ UP!

STANDARD DEVIATIONS PODCAST: Dr. Tom Howard – Behavioral Finance and Asset Management

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard of Athena. Dr. Howard oversees Athena’s ongoing research which has...

Decentralized Diaries For The Week of 3/22/23

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By Christopher Hamman It looks like things are heating up for the crypto space! Despite the regulatory pushback, things are looking up. Crypto crime is...