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This week on the Standard Deviations Podcast, Dr. Daniel Crosby chats with Derek Hagen of Money Health Solutions. Derek Hagen is the founder of...

As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Sarah Newcomb. Sarah Newcomb is a behavioral economist at Morningstar, where...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jeff Bernier.   Jeff has been providing personalized financial advice to individuals and...

Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed.

You've heard of the FTX debacle, right? You know who Sam Bankman-Fried (SBF) is, right? You're "aghast" at all the details and the cavalier...

OMAHA, Neb., September 19, 2022 – Orion Advisor Solutions’ inaugural Mind and the Market Investor Sentiment Survey reveals that 66% of investors have a...

Until recently, most enterprises in the financial services industry had been looking at automation merely as a step within a business process. The approach to adopting automation was more tactical than strategic.

Now that financial markets have entered into long term bear market declines (yes, 'tis true....bear markets exist) it...

Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.