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The Week in Digital Wealth (12/11/23)

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The industry continued to evolve, with innovative products as jingle bells continued to ring, elevating the holiday mood. Bloomberg and two other partners announced discontinuance...

The Week in Digital Wealth (12/4/23)

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Happy new month! Just how deep does the AI rabbit hole go? Nobody knows. Every solution and product is most likely automated or has integrations. That said, Bloomberg...

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?

STANDARD DEVIATIONS PODCAST: Why Do We Hate to Talk About Money?

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...

Advisor Tech Talk (Week of 11/7/23)

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Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

INTELLIGENCE FOR GROWTH: Secure the FinServ Industry’s Future By Solving for Gen Z

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The financial industry has finally come to embrace Millennials and is making strides to adequately communicate with the largest generation in the workforce.

Top 5 VC Deals of the Week in Fintech (10/31/23)

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A, B, C, it's easy as 1-2-3 ... Innovation has been fast and furious for the Fintech sector, with lots and lots...

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...

WEALTHTECH INSIDER: How Inflation May Change the World & What Investors Can Do About...

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“Inflation is not a problem for our time, it is a problem for all time,” said Michael Ashton on a recent podcast hosted by Rusty Vanneman of Orion Portfolio Solutions.

The Week in Digital Wealth (9/18/23)

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  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...