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When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jay Coulter. Jay Coulter is a practice management and investment portfolio...

With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit...

This Fall is unlike any other. It is unique. Our thoughts and prayers are with New York residents at this time who have gone through massive...

Happy New Month! Can the SEC win a war on several fronts? That's the big question as ETF applications get differing responses from the regulator. Gemini clarified...

Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

Pivoting... As investors pivot their funding into differing sectors, startups must also pivot their strategy and development to meet time-sensitive goals. "Goals?"...

While most financial markets are under pressure, bitcoin and ethereum are holding firm. No matter what you may think (I think bullish), there is a massive institutional demand for the digital assets.

Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!