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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kathi Balasek. Kathi Balasek is an educator, grief literacy & empathy...

Does valuation = profitability? This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...

  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...

This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!

Investment bank and wealth manager Oppenheimer & Co. Inc. recently announced it expanded its Fixed Income Division with the addition of ten distressed debt...

Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby delves into the landscape for financial planning, why money is an emotional hair trigger...

The industry seems set for the fall, which may spring a few surprises! With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product. State...

The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.