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As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.

Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

Is the Department of Justice heading for a showdown with Binance? That could be a possibility with a sealed filing from the SEC. That said, the...

For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...

Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.

Friends, ever wonder about the secret sauce that drives chamionship teams?  Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week.  Enjoy the unofficial end of summer and READ UP!!

You know the quote .... "Fool me once shame on you, fool me twice shame on me". Yup, still holds true. BUT, what if you...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. LaKeitha Poole. This week on Standard Deviations with Dr. Daniel Crosby, Dr....

Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...