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Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...

A damaged reputation leads clients to withdraw funds and scares away investors, according to Michael Pinsker, which can lead even a highly successful firm to spiral towards an ignoble end

You know the quote .... "Fool me once shame on you, fool me twice shame on me". Yup, still holds true. BUT, what if you...

Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy world.

With the recent release from Fidelity on how many 401k millionaires there are, and that the average account balance being just over 100k for...

Are financial advisors unknowingly committing malpractice? How is our industry & profession changing? What can we learn from the medical field that will help...

The industry needs a platform that helps advisors & firms gather accurate client data efficiently, and then shares that data with all of the pieces of an advisor’s tech stack.

Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of learning...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Brendan Frazier. Brendan Frazier is the founder of Wired Planning, the host of...

Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.