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Friends, we hope those who celebrated Christmas had a beautiful one and we wish you all a spectacular 2024!  This week we have Part 1 of the "year in review" for many of our editorial columns, with Part 2 posting next week. HAPPY NEW YEAR & READ UP!!

The Year in Digital Wealth (Part 1) As we round off the year, we wish everyone a Merry Christmas. This week and next, we shall...

Decentralized Diaries for the Year of 2023 (Part 1) From the SBF trial to Changpeng Zhao's spectacular fall, 2023 had unexpected curveballs. We’ll showcase the...

As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

Friends, this week we delve into Santa Claus (with an exclusive interview!) and AI - talk about topical!  And while we're at it, we wish all our friends and readers a beautiful holiday season.  We have so much to be thankful for.  READ UP!

A well-executed social media strategy can boost visibility and improve engagement, ultimately driving more business and building stronger relationships with your audience.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Daniel Staker. Daniel Staker is a real-life attorney who ended up...

There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...

A (crypto) house divided against itself cannot stand. The CFTC and SEC are going in opposite directions. Then again, Rostin Benham said he and...

When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”