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

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Dr. Emily Koochel. Dr. Emily Koochel is an experienced financial professional, academic...

Friends, our new zoomcast series "Fintech & Philosophy" is FINALLY HERE and we're so excited! In the meantime, there's more CAN'T MISS financial technology news & insights in our editorial line up this week. READ UP!

By Christopher Hamman The crypto space may be humming along, but the US Government may also be planning to end things, according to...

Search engines claim that meta descriptions do not have a direct impact on SEO. However, meta descriptions boost the click-through rate (CTR) for webpages, signaling to search engines that your page is trustworthy. A strong meta description will boost your SEO score.

Operational excellence seems like a lofty goal for many firms, but putting it into practice is not only possible — it’s necessary to reach growth opportunities and provide a top-tier client experience.

Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite executives! * *...

"What glitters is not always gold." "Size doesn't always matter." The same songs keep playing from a squeaky record player off of broken...

The metaverse has been a hot topic of discussion lately. To better answer questions for their clients, it would be helpful for advisors to understand what the metaverse is and where is this all coming from.

It was another holiday week, but still a busy one in the advisor tech world. In this week’s Advisor Tech Talk, we...