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Top 5 VC Deals of the Week in Fintech (6/6/23)
Top 5 VC Deals of the Week in Digital Wealth (6/5/2023)
Hard economic times often yield innovation; with that, seed funding...
The Taylor Market Report (5/30/23)
One would think that with the U.S teetering on the cusp of defaulting on its debt, inflation not going down, economic growth slowing, interest rates rising and the general mood "blah," financial markets would be......doing something. But no.
Publisher Notes For 5/31/23
Friends, we hope you enjoyed a beautiful Memorial Day, a day when I can't help but reflect on the sacrifice made by so many for our country and feel such gratitude. In the meantime, this week's newsletter is again chock full of such important info for the digital wealth sector! READ UP!
STANDARD DEVIATIONS PODCAST: Derek Hagen – Working with Change-Resistant Clients
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Derek Hagen.
Derek Hagen is the founder of Money Health Solutions®️, a financial...
Rethink. Financial Advice Podcast: The Future of Agency Featuring Mark Pfaff
Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in...
REAL CLEAR CRYPTO: Onboarding the Next 100 Million Crypto Users With Web3 Gaming
The rise in gaming economies has led to many companies attempting to reinvent the ways in which gamers spend money on improved digital experiences and accrue in-game value over their playtime.
OpEd: Financial Literacy in America – We Must Act Now
Financial literacy, or financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently. Understanding how to...
MARTECH MINUTES: The 411 on Advisor Content Marketing
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform
TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue...
AI ILLUMINATIONS: Cure Your Pain with a Single Pane
Whether it's investors, advisors, or home offices, today everyone across the entire Wealth Management value chain seeks an elegant, simple solution for their various needs.