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WEALTHTECH INSIDER: There Are Better Ways to Measure Financial Success Than Returns
Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.
STANDARD DEVIATIONS PODCAST: Amanda Clayman – Money’s Messy Middle
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Amanda Clayman.
Amanda Clayman is widely recognized as a leader in...
REAL CLEAR CRYPTO: Regulatory Developments in Digital Assets
The digital financial epoch is burgeoning. In the United States, the regulatory tapestry surrounding digital assets is gradually being woven, thanks to recent legislative endeavors.
MARTECH MINUTES: Exploring the Phenomenon – Social Media Statistics & Use by Financial Professionals
Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.
OpCo Lands Distressed Debt Team from TD Cowen – Brief
Investment bank and wealth manager Oppenheimer & Co. Inc. recently announced it expanded its Fixed Income Division with the addition of ten distressed debt...
STANDARD DEVIATIONS PODCAST: Dr. Daniel Crosby Discusses Seven Rules for Life and Money
This week on the Standard Deviations Podcast, Dr. Daniel Crosby delves into the landscape for financial planning, why money is an emotional hair trigger...
AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!
As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.
MARTECH MINUTES: Marketing Budget Cuts: Work Smarter and Spend Less
It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...
TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact...
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...
Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets
ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...