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Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.

Today, over one-third of Americans listen to podcasts regularly, so it makes sense that a growing number of financial advisors are exploring ways to integrate this tool into their marketing arsenal.

A damaged reputation leads clients to withdraw funds and scares away investors, according to Michael Pinsker, which can lead even a highly successful firm to spiral towards an ignoble end

So what's coming after this summer is over? I fully expect there will be a sharp stock market selloff (yup, sticking to it). When you realize you should get short.....it's too late.

Friends, ever wonder about the secret sauce that drives chamionship teams?  Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week.  Enjoy the unofficial end of summer and READ UP!!

The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. LaKeitha Poole. This week on Standard Deviations with Dr. Daniel Crosby, Dr....

Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

Is the cryptospace a dark place with no scruples? A former SEC chairman seems to think so. That said, an analyst at J.P. Morgan thinks the...

In the meantime... Remember those long road trips as a kid when you felt trapped inside the family car for hours? 2023...