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Publisher Notes For 3/15/23

Friends, the 800-pound gorilla in the room is, of course, the banking sector blow up that occurred this past week.  And while it can be debated, who (or what) is ultimately at fault, in the meantime, the world of digital wealth moves forward, despite the ensuing market chaos. READ UP!

Bitcoin: “I didn’t do it.”

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NOT GUILTY! That's the ruling of the jury upon digesting all the facts. Bitcoin did NOT cause the collapse of SVB (Silicon Valley Bank). Nor...

Rethink. Financial Advice Podcast: Putting the Advisor First – An Accelerating Curve Featuring Dave...

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable...

MARTECH MINUTES: The Rise of Advisor Marketing Departments

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With the model of advisor marketing services woven into the culture of the company, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.

BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions

Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.

Decentralized Diaries For The Week of 3/14/23

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By Christopher Hamman Things are holding steady in the crypto space, despite the current issues.  Sam Bankman-Fried may be in for a long wait,...

The Week in Digital Wealth (3/14/23)

By Christopher Hamman Is the US economy in a recession? This is the silent question on everyone's lips as...

Top 5 VC Deals of the Week in Fintech (3/14/23)

Top 5 VC Deals of the Week in Digital Wealth (3/13/2023) Crackdown. Last week's seizing of Silicon Valley Bank (SVB) likely...

Advisor Tech Talk (Week of 3/14/23)

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The world’s eyes might be on the banking industry, with the sudden failure of Silicon Valley Bank, but there were other...

Smarsh Adds Sheldon Cummings to Lead Wealth Management-Focused Business Unit

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RegTech provider Smarsh has made another addition to its senior leadership team. The company announced this week that it hired Sheldon Cummings to serve...