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STANDARD DEVIATIONS PODCAST: Investing Is (Physically) Painful

For the near future, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Dr. Daniel Crosby first launched his...

Not Again. Another Bitcoin Bash. From the WSJ??

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Well, Well Well. Having read the "Streetwise" column by James Mackintosh in last Friday's Wall Street Journal, it seems we have yet another "bitcoin...

INTELLIGENCE FOR GROWTH: Why Doing Nothing Is a Marketing Decision Your Firm Can No...

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Advisors need to have persuasive and informative digital presences that serve users at different stages in their consideration journeys. You cannot risk a poor first impression, as it may be your only impression.

REAL CLEAR CRYPTO: 2024 – The Year Apple Takes Virtual Reality Mainstream

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As we eagerly step into the New Year, the sphere of technology continues to pulse with excitement and innovation. We believe the spotlight will be firmly on Virtual Reality (VR) and Augmented Reality (AR) in the new year.

MARTECH MINUTES: How to Prove the Value of Marketing

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Feedback about marketing efficacy is not always immediate, and ROI (Return on Investment) may only sometimes be easily traceable back to a particular initiative. So, how can you prove the value of marketing dollars?

AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!

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Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.

WEALTHTECH INSIDER: Investor Emotion – Don’t Beat It, Join It

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Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.

Decentralized Diaries for the Week of 11/27/23

What will the crypto industry look like without Changpeng Zhao of Binance? Tighten your belts, folks. We are about to find out! Nothing much changed after...

Advisor Tech Talk (Week of 11/28/23)

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It’s all about the apps.  Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...

Top 5 VC Deals of the Week in Fintech (11/27/23)

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Actors on stage... Long before 'lights, camera, action' are the auditions. In the startup world, those auditioning are likely the startup's founders....