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5×5: Five Ways to Spend 5 Hours or Less a Week on Compliance
Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success.
Beyond...
How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their...
At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.
CRYPTO IS MACRO NOW: Swords Drawn-SAB 121 Moves Through Congress | Op-Ed
This House of Representatives has voted in favor of a bill to repeal SAB 121, the SEC’s guidance blocking banks from offering crypto custody, while the White House said it would veto the bill.
STANDARD DEVIATIONS PODCAST: Dr. Thomas Mathar – Financial Wellness vs. Financial Independence
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar.
Dr. Thomas Mathar, from Hamburg and now...
Confusing & Complicated Markets. Thank Goodness for Vodka.
Not during the day. Talking about the vodka.
But, figuring out confusing, complicated financial markets and global events is an all day job. Then when...
Essential Edge Appoints Alex David to Advisory Board
Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...
AI REGS & RISK: Innovation at a Crossroads – Can Regulators Keep Pace with...
By Greg Woolf, AI RegRisk Think Tank
All eyes are on the financial horizon where AI looms large, promising a revolution that's got everyone from...
Successor Membership Program Expanded At Householder Group
Independent financial planning firm Householder Group Estate and Retirement Specialists LLC has announced the expansion of its Successor Membership Program, opening several new member...
AI EDUCATION: What is a Natural Language Processing (NLP)?
The term "Natural Language Processing", or NLP for short, is being covered with increasing frequency in the news cycle, yet ALL these "new" AI-focused...
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...