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Well, here we are again. Financial markets have moved up sharply. Bitcoin and ethereum, too. Now what? The higher markets go, FOMO kicks in. You...

Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Eric Crittenden. Eric Crittenden is the Founder and Chief Investment...

Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

Happy Veterans Day (in arrears). BlackRock was at it again with an Ethereum ETF application. Justin Sun has his hands full. Polionex got hacked and lost...

Family offices that invest in cryptocurrencies must understand the importance of diversification to mitigate risks and maximize returns, but before diving in, it's crucial to understand the crypto market.

Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

Rolaids... VC funds were getting bigger and bigger, feeding the idea of capital abundance and lavishly funded startups. Now, raising more and...

It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.