Home Search
IRS - search results
If you're not happy with the results, please do another search
The Week in Digital Wealth (2/12/24)
The industry has settled down (a bit), with the AI conversation taking center stage. By the way, you should check out our new AI...
REAL CLEAR CRYPTO: Understanding the Risks: Why Investing in Grayscale Grantor Trusts at a...
Let's talk about these premiums on Grayscale Grantor Trusts. In simple terms, a premium occurs when the market price of a trust unit is greater than the net asset value (NAV) of the cryptocurrency it represents.
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...
DWN Publisher Notes For 2/6/24
Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!
Artificial Intelligence (AI) to the Rescue?
Well this is awkward.
With so much going on in the big wide world, it sometimes becomes difficult to hone in on one issue...
MARTECH MINUTES: Tips for ‘Vetting’ an Advisor Communications Solution
A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.
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...
The Week in Digital Wealth (2/5/24)
This past week offered conference calls about earnings, the chilly winter, and annual objectives. These are some of the issues the industry faced alongside...