Advisor Tech Talk (Week of 09/04/23)
For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...
Fool Me Once……..Fool Me Twice?
You know the quote .... "Fool me once shame on you, fool me twice shame on me".
Yup, still holds true. BUT, what if you...
Advisor Tech Talk (Week of 8/28/23)
Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.
To get us...
The Week in Digital Wealth (8/28/23)
The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed.
Tradeweb was...
Decentralized Diaries for the Week of 8/28/23
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...
Top 5 VC Deals of the Week in Fintech (8/28/23)
In the meantime...
Remember those long road trips as a kid when you felt trapped inside the family car for hours? 2023...
Money News Network and Magnifi Join Forces to Understand American’s Money Questions and Help...
BOULDER, Colo. and LOS ANGELES, Aug 28, 2023 — Money News Network and Magnifi announced today a first-of-its-kind podcast, “Money Assistant,” hosted by renowned financial...
RightCapital and PreciseFP Launch Data Integration Partnership
RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership.
A new Application...
Is the “New Normal” the “Old Normal?”
"Normals" are getting confusing.
New normal, old normal 'expected' normal. Actually, what is "normal?" If you know the answer to that you qualify to be...
The Week in Digital Wealth (8/21/23)
Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment.
Bloomberg went on the offensive with a...