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Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!

Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.

Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe government bureaucrats cut those classes).

Ah, new year predictions. They come along the first of any new year just like ads for weight loss drugs and health club memberships....

Welcome to 2024! The industry kept the hits coming over the holidays, with new and old players showing their strengths. The SEC continued with its...

The new year revved up with everyone fired up and ready to go! That said, SBF can breathe easily (for now) ICE added options...

Today's marketing landscape is increasingly complex and competitive. However, with proper foresight, marketing professionals can confidently navigate this landscape and engage customers effectively.

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

Gazing into a Crystal Ball... If you could see the future, would you want to? While crystal balls may interest some, they...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Anthony Damtsis. Anthony Damtsis is Deputy Head of Behavioral Finance at...