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STANDARD DEVIATIONS PODCAST: Dr. Derek Griner – Compassion: Empathy in Action
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Derek Griner, a psychologist, associate training director and clinical...
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...
What IF? AI Pluses & Minuses + Bitcoin Issues
Crazy. There is a whole lot going on and in lots of different directions. Let's begin with March.
A new month, the last month...
Money Management Institute Launches Program for NexGen Investment Professionals
The Money Management Institute (MMI) has launched a three-week development program called Academy for investment professionals in the early stages of their careers. Academy...
WEALTHTECH 3.0: R is for Revenue | Essentials for a WealthTech Startup
Our conversation with Pamela Cytron, President of The Founders Arena, sheds light on why early revenue, rather than sole reliance on venture capital, is crucial for startups in the wealthtech sector
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...
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.
WEALTHTECH INSIDER: 6 Lessons Small Businesses Can Teach New RIAs
Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow. When you’re looking for ideas about your new practice, don’t count out the hard-earned lessons of your fellow small businesses.
Osaic Reports $22 Billion In Recruited Client Assets For 2023, A Year That Also...
Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...
CogniCor Launches Pilot of AI-Enabled Digital Assistants Powered by Microsoft’s Azure OpenAI
CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service.
The Palo Alto-based CogniCor, a provider...