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Osaic Reports $22 Billion In Recruited Client Assets For 2023, A Year That Also...
Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
Top 5 VC Deals of the Week in Fintech (1/23/24)
Turn it Up!
The 'funding winter' of 2023 is behind us, and forward-thinking suggests that 2024 will be the year to thaw...
The Week in Digital Wealth (1/15/24)
The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere.
Bloomberg has launched a new data tool
Circle started its...
Advisor Tech Talk (Week of 1/15/24)
We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...
Top 5 VC Deals of the Week in Fintech (1/15/24)
How far will it go?
The state of VC is shifting; borders are open for new investors in tech. But how long...
Decentralized Diaries for the Week of 1/8/24
The new year revved up with everyone fired up and ready to go!
That said, SBF can breathe easily (for now)
ICE added options...
Advisor Tech Talk (Week of 1/8/24)
Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.
Yes, we just wrapped...
REAL CLEAR CRYPTO: Tips on How to Avoid Crypto Scams
Crypto offers avenues for financial growth & innovation, but also comes with risks. To protect yourself & your investments, it's essential to exercise caution, conduct thorough research & seek professional guidance.
The Taylor Market Report (12/26/23)
Beginning very soon you will be subjected to every market "guru", analyst, fortune teller, tiktok genius and lunatic forecasting where things are going in 2024. Take your time and realize few were right in 2023.