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Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Ali McCarthy. Ali is a corporate marketing advisor who...

DFPG Investments, the Utah-based, full-service independent wealth management firm announced that it has launched Diversify Advisor Network as part of its long-term growth strategy...

There are some large impending catalysts in the Bitcoin arena, notably the Bitcoin halving in April 2024 and the anticipated approval of a Bitcoin spot Exchange-Traded Fund (ETF) by the end of January 2024.

This week we begin a new 5-part series for the month of December on artificial intelligence within the financial sector and four leading use...

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...

"The harder they rise, the harder they fall". At least, that's how the saying goes. The crypto space won't be the same without Changpeng Zhao. That said,...

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

The messy pileup... 2023 is ending much like a pile-up that slows down traffic on a busy freeway, impending travel to various...

For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.