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Goodbye, Farewell, Ciao, Cheers, Au Revoir, See You Later (Maybe)
Time to seriously think about leaving?
Just like people have fled states like New York, Illinois and California, both for economic and social reasons, America's...
REAL CLEAR CRYPTO | OP-ED: Gary Gensler’s Reign At The SEC May Be Ending
As Gary Gensler took control of the SEC as Chairman in April 2021, there was already a deep understanding in Congress and at the SEC as to how crypto should be regulated to protect investors.
STANDARD DEVIATIONS PODCAST: Dr. Michael Thomas Jr. – Financial Empathy
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Dr. Michael Thomas Jr.
Michael G. Thomas Jr., Ph.D., is an Accredited...
Advisor Tech Talk (Week of 6/12/23)
There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...
The Week in Digital Wealth (6/13/23)
By Christopher Hamman
The Canadian wildfires and its effects show how fast things can change.
Our thoughts and prayers...
Top 5 VC Deals of the Week in Fintech (6/13/23)
Spotlight on diversity-
“With the addition of LGBTQ+ tags, there are now a total of 20 Diversity Spotlight tags focused on race/ethnicity, gender, and...
Decentralized Diaries For The Week of 6/13/23
By Christopher Hamman
Gary Gensler stepped in when we all thought we were in for a hot crypto summer.
Then again, regulatory pushback is...
AI ILLUMINATIONS: Leveraging Automation Technology During Crises
Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?
MARTECH MINUTES: The Value of Enterprise Marketing Technology
Enterprise marketing technology (EMT) involves using advanced software and platforms to streamline processes, collect data, automate tasks, and increase the reach of a company’s marketing efforts.
Wealth Industry Vet Kevin Keefe Joins CoastalOne
CoastalOne appointed former President and CEO of Cetera subsidiary First Allied Securities and Executive Vice President and CEO of Corporate RIA at Advisor Group...