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STANDARD DEVIATIONS PODCAST: Dr. LaKeitha Poole – Sports Psychology for Everyday

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. LaKeitha Poole. This week on Standard Deviations with Dr. Daniel Crosby, Dr....

Advisor Tech Talk (Week of 8/28/23)

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Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

Top 5 VC Deals of the Week in Fintech (8/28/23)

In the meantime... Remember those long road trips as a kid when you felt trapped inside the family car for hours? 2023...

INTELLIGENCE FOR GROWTH: How Microplans Can Help Financial Advisors Convert More Effectively

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Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies.

The Taylor Market Report (8/22/23)

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Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicted here).

RightCapital and PreciseFP Launch Data Integration Partnership

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RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership. A new Application...

Publisher Notes For 8/22/23

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Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!

Is the “New Normal” the “Old Normal?”

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"Normals" are getting confusing. New normal, old normal 'expected' normal. Actually, what is "normal?" If you know the answer to that you qualify to be...

STANDARD DEVIATIONS PODCAST: Sterling Johnson – Working Toward Economic Equity

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Sterling Johnson. Sterling Johnson is the Just Opportunity Portfolio Director for the Partnership...

Top 5 VC Deals of the Week in Fintech (8/21/23)

Un-Magical Things... 2023 has been strange for the startup world; survival tactics focus on strategic partnerships, while others are low-value acquisitions to...