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Advisor Tech Talk (Week of 7/5/23)
Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...
The Week in Digital Wealth (7/3/23)
Happy Independence Day (on July 4 in the US) and happy new month!
It seems things may not be so bad after all, following stress...
Top 5 VC Deals of the Week in Fintech (7/3/23)
It's a small world, after all.
VCs are pulling the pursestrings open for startup funding in desirable sectors, regardless if what regulators...
Decentralized Diaries for the Week of 7/3/23
A former US SEC attorney advised the cryptospace to focus on the issues that count rather than on the SEC Chairman.
There's a lot of...
MARTECH MINUTES: Critical Content Marketing Strategies for Financial Advisors
Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.
REAL CLEAR CRYPTO: Digital Assets – Safe Investing and Protecting Your Investment
Blockchain technology promises a high level of security through its distributed ledger system causing it to be one of the most secure data protection technologies we have available to us.
Docupace Appoints Leon Weiss as its New CFO
Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...
The Taylor Market Report (6/27/23)
Breaking the calm of summer with some HUGE crypto news on a BTC ETF & it looks like ETH will be exceeding the price of gold very soon, too. BTC did it back in 2016/2017 & now ETH. Gold is so last 5,000 years ago.
SS&C to Eliminate “Burdensome Operations Processes” for Alt-Platform Crystal Capital Partners
The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets
Joint...