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Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. Michael Finke. Michael Finke, PhD, CFP®, is Professor of Wealth Management, Director...

It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment portfolios, not out of a love of using software.

Technology used to last 20-25 years, but today, with so many apps and frameworks comprising your tech stack, it’s important to evaluate your technology every five to ten years.

IT'S SUMMER. IT'S AUGUST. IT'S THE TIME FOR "DO NOTHING" MARKETS. BTC & ETH dropped slightly on the week (Tue-Tue), gold dropped, too and the S&P 500 was virtually unchanged (Tue-Tue).  Let's hit the beach.

Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!!

When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.

Publisher's Note:  I recently had a far-ranging conversation with Governor Mark Gordon of Wyoming on the state's innovation in the blockchain sector, a new...

Have you noticed (i have) there are now multiple ways to gauge inflation. Confuse investors like a magician so they ignore the obvious. No matter what, it’s getting more expensive to live.

Content marketing has tremendously evolved in financial services over the past few years. Advisors must consider content marketing as part of a successful marketing plan.