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This week on Standard Deviations, Dr. Crosby is joined by Jon Dauphiné, who leads the Foundation for Financial Planning’s (FFP) efforts to develop and...

Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...

In the rapidly evolving world of technology, two innovations have emerged as game-changers: Artificial Intelligence (AI) and blockchain. Both technologies have been making waves individually,...

A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...

Expanding war. Interest rates staying high. Inflation inching up. Election shenanigans. What could possibly go wrong? Pretty sure we will find out at some point.

Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!

AdvizorStack announced this week that it has partnered with StratiFi to provide customers with portfolio risk analysis, client risk profiling and compliance solutions.  AdvizorStack leans...

A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.

One year ago, Sanctuary Wealth, found itself in the middle of an unforeseen and abrupt change of executive leadership. Adam Malamed, former Executive Vice...

This past week offered conference calls about earnings, the chilly winter, and annual objectives. These are some of the issues the industry faced alongside...