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BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.
Decentralized Diaries For The Week of 3/14/23
By Christopher Hamman
Things are holding steady in the crypto space, despite the current issues.
Sam Bankman-Fried may be in for a long wait,...
Top 5 VC Deals of the Week in Fintech (3/14/23)
Top 5 VC Deals of the Week in Digital Wealth (3/13/2023)
Crackdown. Last week's seizing of Silicon Valley Bank (SVB) likely...
Advisor Tech Talk (Week of 3/14/23)
The world’s eyes might be on the banking industry, with the sudden failure of Silicon Valley Bank, but there were other...
Smarsh Adds Sheldon Cummings to Lead Wealth Management-Focused Business Unit
RegTech provider Smarsh has made another addition to its senior leadership team. The company announced this week that it hired Sheldon Cummings to serve...
STANDARD DEVIATIONS PODCAST: Morgan Housel – The Psychology of Money, Part 2 (Your Questions Answered)
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined once again by Morgan Housel.
Morgan Housel is a partner at...
Alliance160’s Amanda Teeple on Designing Alts for Retail Wealth Space
Standing out in crowded and complex retail capital markets doesn’t happen by chance in the best of circumstances. And for many, the current landscape...
Publisher Notes For 3/8/23
Friends, Daylight Savings Time comes to us this weekend. As we "spring ahead", so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all right here. READ UP! | Cindy Taylor, Publisher
Crypto Exchanges Plus Hedge Funds? Interesting.
Actually, VERY interesting.
Coinbase Global just announced that it is buying One River Asset Management's crypto investments business. The actual acquisition is for One River...
Sound Income Group: The Intersection of Technology & Retirement Planning
The confluence of market turbulence and inflation has magnified the anxieties of retirees and near-retirees worried about running out of money. Sound Income Group,...