finance - search results

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...

Financial literacy is a vital life skill, much like reading or writing. In a world dictated mainly by fiscal decisions, we must empower everyone with a fundamental understanding of how money works.

  Happy Thanksgiving week! Automation is the new buzzword that rubs off everything as the holidays approach. That said, Bloomberg is shuttering a key index next year. NASDAQ...

In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

Quality (over quantity) It's been an almost absent year for M&A, but tech valuations are rising, especially for later-stage startups. Despite fewer...

Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Eric Crittenden. Eric Crittenden is the Founder and Chief Investment...

Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

Rolaids... VC funds were getting bigger and bigger, feeding the idea of capital abundance and lavishly funded startups. Now, raising more and...