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WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 1
Orion’s experts have shared 10 next-generation upgrades to the Orion platform that will enhance the experience for investors while making advisors’ lives a lot easier.
DWN Publisher Notes For 12/5/23
Friends, this week we begin a new 5-part series on AI in Finance. Uncomfortable with this paradigm-shifting technology? You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!
STANDARD DEVIATIONS PODCAST: Dr. Ali McCarthy – Doubling Your Business with Emotional Intelligence
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Ali McCarthy.
Ali is a corporate marketing advisor who...
MARTECH MINUTES: The Impact of Financial Education Content in Enhancing Relationships
Financial professionals must keep pace and utilize educational content to build and fortify client relationships. Here are seven ways financial education content helps advisors build client relationships.
Decentralized Diaries for the Week of 12/4/23
"The harder they rise, the harder they fall".
At least, that's how the saying goes.
The crypto space won't be the same without Changpeng Zhao.
That said,...
Advisor Tech Talk (Week of 12/4/23)
We’re not just howling into the wind when it comes to next generation technology—the future is now.
For financial advisors, reading about...
COMPLY, ZenLedger Launch Digital Asset Trade Monitoring
The New York-based compliance software, consulting and education resource company COMPLY recently announced the launch of a digital asset trade monitoring program. Working with...
AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?
For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.
STANDARD DEVIATIONS PODCAST: Investing Is (Physically) Painful
For the near future, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Dr. Daniel Crosby first launched his...
Not Again. Another Bitcoin Bash. From the WSJ??
Well, Well Well. Having read the "Streetwise" column by James Mackintosh in last Friday's Wall Street Journal, it seems we have yet another "bitcoin...