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Decentralized Diaries For The Week of 5/23/23

By Christopher Hamman Will the 2024 presidential race be all about crypto? It looks that way with candidates from both parties declaring their positions...

Top 5 VC Deals of the Week in Fintech (5/23/23)

Are you thinking about an IPO? The second half of 2023 may not be the best time for tech companies seeking...

The Week in Digital Wealth (5/23/23)

By Christopher Hamman With the markets slightly rattled and as everyone keenly watches how the politicians in D.C....

Advisor Tech Talk (Week of 5/23/23)

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Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...

Smarsh Combines Privva and Entreda Subs

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Smarsh earlier this week announced that it has combined subsidiaries Privva and Entreda with the company’s professional archive platform. The move results in one...

Growing RIA Launches Choero Partner Alliance

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Choreo announced last week that it has launched the Choreo Partner Alliance, a program intended to provide CPA clients with access to wealth management...

The Taylor Market Report (5/16/23)

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Oh, the debt ceiling talks? It's like going to Vegas and playing roulette. Black or red, odd or even. U.S defaults.....markets sell off. Debt ceiling agreement.....markets rally.

Publisher Notes For 5/17/23

Friends, what comprises a "win"?  If you're in the NBA, it's pretty straightforward.  If you're the Fed or the Treasury Department, well, not so much.  Check out "Inflation vs. Basketball: A Different Definition of Progress" to learn what "WINNING" looks like in sports vs finance. READ UP!

MARTECH MINUTES: Low on Content? Try Out Guest Blogging

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Consistently creating high-quality content can often become difficult when it seems like there aren't enough hours in the day or dollars in the marketing budget to do so.
NEWS BRIEF 3 Industry

Mobiloil Credit Union joins Atria’s CUSO Financial

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The southeastern Texas-based $1 billion Mobiloil Credit Union (Mobiloil) joined Atria’s CUSO Financial (CFS) to gain access to its award-winning advisor and member technology...