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Advisor Tech Talk (Week of 3/27/23)

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Another week is in the book for advisor tech news, and it was a busy one indeed. Aside from the rescue of...

BACK OFFICE HEROES: Wealth Management Operational Metrics that Matter

In the financial services industry, numbers are everything. Successful firms and RIAs are always working to achieve operational excellence. But how do you know when you’ve reached it?

STANDARD DEVIATIONS PODCAST: Dr. Sam Sivarajan – Ancient Wisdom Meets Modern Behavioral Science

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by best-selling author Sam Sivarajan. Sam Sivarajan is a best-selling author and senior...

Publisher Notes For 3/22/23

Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week.  Meanwhile, click thru to read my op-ed this week, reviewing the CURRENT SIGNFICANCE of Starlink and a new payments processing firm coming from Twitter, announced late last year.  READ UP!

A State Stablecoin? Yup! Wyoming.

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You say stablecoin, Wyoming says "stable token." Or digital coin. Whatever, Wyoming will be the first state in the nation to have its very...

Compliance and Tech Lessons from the Collapse of Silicon Valley Bank

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The collapse of the Silicon Valley Bank (SVB) has sent shockwaves through the technology industry, with investors, bankers, regulators and technology companies pointing fingers...

Rethink. Financial Advice Podcast: Are Financial Advisors Gifting Dummies?

Joe Fischer understands what clients want.  He built a business around it to help financial advisors, and many others, send personalized gifts to their...

STANDARD DEVIATIONS PODCAST: Dr. Tom Howard – Behavioral Finance and Asset Management

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard of Athena. Dr. Howard oversees Athena’s ongoing research which has...

Decentralized Diaries For The Week of 3/22/23

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By Christopher Hamman It looks like things are heating up for the crypto space! Despite the regulatory pushback, things are looking up. Crypto crime is...

REAL CLEAR CRYPTO: US Crypto Banking Embargo Brewing?

With the FDIC’s March 12th seizure of Signature Bank, what started as a bank run on Silvergate Bank has become a coordinated attempt by the FDIC to remove crypto related firms from banks in the United States.