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Winning! Cheers and congratulations seem to be in order for the Fed's handing of getting inflation to moderate. With the Fed raising interest rates, inflation...

Below is a synopsis of a wide-ranging interview recently conducted by Digital Wealth News with Professor Steve Lupien, Director of the University of Wyoming...

BOULDER & NEW YORK, May 11, 2023 — TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. In an aim to support...

An evolving regulatory ecosystem and ongoing innovation in RegTech software, services and platforms can leave financial services firms, particularly smaller ones, concerned about their...

Rumor became reality as Advisor Group announced plans to consolidate its multi-firm network into a single, rebranded entity. Over the next 18 to 24...

Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? ...

RegTech firm Smarsh announced this week several enhancements to its Professional Archive offering. The new additions are focused on simplifying compliance processes for RIAs and broker-dealers,...

The collapse of the Silicon Valley Bank (SVB) has sent shockwaves through the technology industry, with investors, bankers, regulators and technology companies pointing fingers...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard of Athena. Dr. Howard oversees Athena’s ongoing research which has...

Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.