IAT - search results

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener. In 2010, Stacy Havener founded Havener Capital Partners, an...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jeff Bernier.   Jeff has been providing personalized financial advice to individuals and...

Sales assistants are the lifeblood of many financial advisor businesses. Even so, few training programs exist to help...

Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.

How “Budget Reconciliation” Bill will Harm Retirement Savers, Small Businesses and Blockchain Innovation

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Thinking adjustment. A recent poll consisting primarily of banking executives discovered that most feel that bitcoin and digital assets could replace fiat currencies like the U.S. dollar within the next 5 to 10 years. Hard to believe since most financial professionals were bitcoin skeptics only a few years ago. But hey, guess you can teach old banker types new tricks.

Gideon Strategic Partners, a wealth management and financial planning firm that oversees over $500 million in assets and provides concierge-style services to high-net worth individuals and businesses, today announced that its financial advisors have affiliated with The Leaders Group, a leading national, independent broker-dealer located in Littleton, Colo. The transition is effective immediately.

D.A. Davidson Companies announced today that it has entered into a definitive purchase agreement to acquire Marlin & Associates, one of the most active investment banks serving companies and investors across the financial technology and data & analytics industries.

Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, today announced it intends to launch a product that is designed to give investors immediate access to funds upon the sale of U.S. equity securities, rather than waiting the customary two-day settlement period.