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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Anthony Damtsis. Anthony Damtsis is Deputy Head of Behavioral Finance at...

Financial inclusion is the goal of ensuring that everyone, regardless of their income, location, gender, or other factors, has access to affordable and appropriate...

BOULDER, Colo. and NEW YORK and SAN MATEO, Calif., Jan. 4, 2024 /PRNewswire/ -- TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, a global leader in asset management,...

Friends, Happy 2024, and hoping you had a beautiful holiday season! The new year brings a new tracking index from our team-the DWN AI Index.  There's no doubt in our minds that AI is THE future of digital wealth!  READ UP!

Despite the New Year, Marketing teams are still being stretched, often asked to do more with less human capital, fewer resources, and limited budgets for marketing technology.

We wish everyone a Happy New Year!  To review Part 1 of our 2023 year in review in digital wealth. click here.  Now onto...

Gun Powder, Dry Powder...BOOM! As we look back to 2023, optimism was high (along with funding deals) in Q1 and Q4. Perhaps it...

Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money. Educated at Brigham Young and Emory Universities, Dr....

Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.