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Inflation? Cost of Living? No Big Deal.
Let's look back. Specifically 2019 through year-to-date 2023. That covers COVID-19, economic "upheaval," recovery, inflation and the Fed raising interest rates. Whew. That's a...
STANDARD DEVIATIONS PODCAST: The Top Five Regrets of the Dying
For the next few weeks, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Daniel first launched his podcast...
MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals
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.
The Week in Digital Wealth (10/31/23)
"Money 20/20 Las Vegas" began and ended with a bang.
Lots of "out-of-the-box" solutions were everywhere.
That said, Liquidnet gave the markets a new gift per...
Decentralized Diaries for the Week of 10/31/23
It looks like the Fed is still interested in a CBDC, despite objections.
JPMorgan Chase's "JPM Coin" is processing over $1 billion daily for several...
Advisor Tech Talk (Week of 10/31/23)
The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...
Bridgemark Strategies Launches Free, Online Advisor Business Marketplace
Bridgemark Strategies, an independent consultancy that supports transitions and M&A in the financial advisory space, recently launched a free, curated database of financial advisory...
INTELLIGENCE FOR GROWTH: Help Clients Create a Plan for Giving, Before Holiday Bells Start...
Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 1
2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.
The Taylor Market Report (10/24/23)
Just in case you may not have noticed........a new bear market in stocks is now underway. Very stealthy at first. Realize that before all your neighbors do.