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

Is the cryptospace a dark place with no scruples? A former SEC chairman seems to think so. That said, an analyst at J.P. Morgan thinks the...

BOULDER, Colo. and LOS ANGELES, Aug 28, 2023 — Money News Network and Magnifi announced today a first-of-its-kind podcast, “Money Assistant,” hosted by renowned financial...

After founding a business and setting out on their own, advisors must plan early to achieve enough growth to reach their first $1 billion in AUM—then it’s time to reassess.

Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicted here).

Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy world.

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Sterling Johnson. Sterling Johnson is the Just Opportunity Portfolio Director for the Partnership...

Over the past few years, many BDs, Insurance companies, and large RIAs have segmented their marketing team into two departments: corporate marketing and advisor marketing.

In the digital realm, blockchains emerge as a groundbreaking force, poised to revolutionize industries, redefine traditional notions of trust, and catalyze a silent yet intense global competition.

Crypto prices seemed to set off in one direction: south. That didn't dampen the enthusiasm of the diehard "cryptonians". The ride is a part of the...