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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

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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)

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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)

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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...

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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

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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.
Real Estate Education

Fintech Real Estate Firm Launches Training Series for Commercial Realtors

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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...