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STANDARD DEVIATIONS PODCAST: Neil Bage – The Importance of Financial Advisor Self-Care
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Neil Bage.
Neil Bage is the Co-Founder of Shaping Wealth, a learning technology...
MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines
Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.
STANDARD DEVIATIONS PODCAST: Dr. Michael Finke – The Science of Happy Retirement
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. Michael Finke.
Michael Finke, PhD, CFP®, is Professor of Wealth Management, Director...
Advisor Tech Talk (Week of 8/08/23)
We’ve notched another big, busy week in the advisor tech space.
Perhaps the most interesting headline is that Tyrone Ross, an outspoken...
The Week in Digital Wealth (8/7/23)
The drop in U.S. credit ratings did not slow things down in the industry.
Then again, the downgrade is a sign of the chaotic times...
Decentralized Diaries for the Week of 8/7/23
The cryptospace's new normal without Gary Gensler's focus is weird but quiet.
Then again, the SEC will soon return with another fresh round of actions...
REAL CLEAR CRYPTO: Bitcoin IS Green – Here’s Why
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.
TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact...
These appointments follow the recent announcements of J.P. Morgan-backed TIFIN.AI to drive thematic generative AI-focused innovation in the financial services industry and the Hamilton...
MARTECH MINUTES: How Compliant MarTech Increases Advisors’ Bottom Lines
When it comes to marketing, it's a combination of science & technology that must combine to produce results. In the finserv industry, CMOs & marketers are changing how they manage marketing technology.
Fintech Real Estate Firm Launches Training Series for Commercial Realtors
The Los Angeles-based fintech real estate investment firm, Leap Analytics, recently launched an educational training series for commercial Realtors. The new program focuses on how...