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Why Content Market in Compliance-Heavy Industries?
Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.
Top 5 VC Deals of the Week in Fintech (6/19/23)
Tallying up on Payments
Payments continue to be one of the most well-funded categories for startups, but more complexities exist outside dev....
REAL CLEAR CRYPTO: Understanding the Layers of Blockchains
For anyone involved in the cryptocurrency space, terms like 'layer one', 'layer two', 'layer three', and even 'layer zero' have become commonplace. But what do these terms actually mean?
WEALTHTECH INSIDER: To Open New Avenues to Growth, Stop Underselling Your Financial Planning
Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.
Advisor Tech Talk (Week of 6/19/23)
Are the summer doldrums finally here?
Just like the weather in some parts of the world, news in the financial and technology...
Docupace Announces Integration with InvestorCOM
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations.
LOS ANGELES – June 13, 2023 – Docupace, the leader in cloud-based fintech digital operations...
$410 Million Group Joins AG in Weeks Before New Brand is Launched
Advisor Group recently announced it welcomed four new advisors, bringing $410 million in client assets under advisement (AUA). The group joined Capitol Financial Solutions,...
The Taylor Market Report (6/13/23)
With the debt ceiling lifted the treasury will be offering $1t in new debt. Maybe that's why the fed will hold off on raising rates? So what to do? Before I head back to the pooll, maybe buy a bit more BTC and ETH.
Publisher Notes For 6/13/23
Friends, change is in the air. While crypto markets experience a chilling effect from recent SEC regulatory actions against Coinbase & Binance, industry pushback has been loud and strong and you'll see some of that here today, too....READ UP!
BACK OFFICE HEROES: Why Technology Now Belongs At The Center Of Client Relationships
Many advisors who have had a love-hate relationship with technology are coming to embrace tools necessary to evolve and grow their practices for the future.