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Publisher's Note:  I recently had a far-ranging conversation with Governor Mark Gordon of Wyoming on the state's innovation in the blockchain sector, a new...

Newsletters have come a long way from the quarterly, monthly or weekly paper, snail-mailed documents once prevalent in the financial industry, in part thanks to platforms like Clout.

Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended). That said, with...

Have you noticed (i have) there are now multiple ways to gauge inflation. Confuse investors like a magician so they ignore the obvious. No matter what, it’s getting more expensive to live.

Friends, check out my interview this week with Wyoming's Gov. Mark Gordon on all things blockchain, plus an in-depth look at the state's innovative stablecoin initiative, the first of its kind in the nation.  We also have great thought leadership on crypto self custody, data mapping, lead generation and more. READ UP!!

Content marketing has tremendously evolved in financial services over the past few years. Advisors must consider content marketing as part of a successful marketing plan.

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Brendan Frazier. Brendan Frazier is the founder of Wired Planning, the host of...

Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.

More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

By enabling the business users to do data mapping instead of technical people, JIFFY.ai's no-code, AI-powered automation platform and deep domain expertise bring transformative value to the process.