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WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 1

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2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.
NEWS BRIEF 3 Industry

Docupace Adds Acclaimed Sales Leaders to High-Performing Unit

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LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...

DWN Publisher Notes For 10/24/23

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Friends, is AI REALLY that smart?  We  also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!

If Artificial Intelligence Is So Smart………….?

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Next big thing? Game changing? AI, or artificial intelligence, will either revolutionize the world or be so dangerous it will destroy the world. Big...

STANDARD DEVIATIONS PODCAST: Saundra Davis – Balancing Candor and Compassion in Client Communications

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Saundra Davis. Saundra Davis, MCC, MSFP is a highly respected financial...

REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk

Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency. 

Decentralized Diaries for the Week of 10/23/23

  SBF's dreams were big. So former friends and associates say and testify. Former employees of Ethereum's largest firm sued ConsesnSys CEO Joseph Lubin and Tether's new...

Advisor Tech Talk (Week of 10/24/23)

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Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

Top 5 VC Deals of the Week in Fintech (10/23/23)

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The Game of Monopoly... Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...

MARTECH MINUTES: Choosing the Best Finance Content: Original or Enterprise?

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To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.