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World Investment Advisors’ New Custodial Relationship with Raymond James to Bring Additional Resources to...
World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial.
"We are excited...
Transforming Wealth Management: Tech Innovators Feted at the 2024 MMI/Barron’s Industry Awards
Wealthtech is dominated by algorithms and analytics, and the 2024 MMI/Barron’s Industry Awards have spotlighted the firms revolutionizing wealth management through technology. They are...
The Taylor Market Report (10/15/24)
So far it has been a very interesting October. And year. Pretty sure not many people have expected or predicted all this. But that's why things happen. Curb your enthusiasm, manage risk and stay within yourself. It's still a very dangerous market.
DWN Publisher Notes For 10/16/24
Friends, some weeks we have SO MUCH CONTENT and this is one of them, though EVERY WEEK I believe we report industry news better than any media firm out there. Anyhoo, make sure you check out our advance videos for our upcoming AI Roundtable being held herein Bozeman next week...READ UP!
Where Did the Bubbles Go?
Notice something missing? It was all the rage not long ago. We're talking bubbles.
Every time a financial asset ticked up even a tiny...
Sycamore Integrates with Quik! to Enhance Data Accuracy and Efficiency for Advisors
Green, clean and efficient. That’s form workflow automation in a nutshell – and more wealthtech providers are making that a realizable goal for advisors....
AlphaTrAI Rebrands to Praxis Solutions
AlphaTrAI, the Bill Dwyer-led provider of tech-enabled services and solutions for the wealth and asset management industries, has announced a rebrand to Praxis Solutions....
STANDARD DEVIATIONS PODCAST: Michael Finke – The Behavioral Science Behind Your Retirement
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP®.
This week on Standard Deviations...
Advisor Tech Talk (Week of 10/16/24)
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.
With...
Decentralized Diaries for the Week of 10/15/24
Innovation took the front burner under the watchful eyes of regulators. The bad guys continued to find ways to target victims. However, things are...