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Publisher Notes For 2/14/23
Friends, Happy Valentine's Week, and what a week we're in! With 3 "mysterious" aircraft shot out of the sky and the Super Bowl BEHIND us, what could be AHEAD of us? One thing we know, fintech innovation marches on regardless. READ UP!
UFOs? Balloons? Confusion, Distraction and Slight of Hand?
OK, what's up? The new year started out pretty much the same way that all new years begin. Financial markets gyrate, people make resolutions...
REAL CLEAR CRYPTO: Blockchain is Changing my Business – Legal Sector
Attorneys engaged in estate planning are already well aware that transferring digital currency requires unique planning methods to ensure a seamless transfer to heirs.
Top 5 VC Deals of the Week in Fintech (2/14/23)
Happy Valentine's Day to all you lovers out there. If I could make custom candy hearts with VC messages, they would...
Advisor Tech Talk (Week of 2/14/23)
Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced.
In...
The Week in Digital Wealth (2/14/23)
By Christopher Hamman
Things appeared to have cooled down in the markets with incoming inflation numbers.
The US Treasury...
Decentralized Diaries For The Week of 2/14/23
By Christopher Hamman
There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage.
The SEC...
MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
STANDARD DEVIATIONS PODCAST: Jamie Hopkins – Financial Planning for a Life on Purpose
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jamie Hopkins of Carson Group.
Jamie Hopkins is the Managing Partner of...
BACK OFFICE HEROES: Setting Expectations: What RIAs Need to Know for the Next 5...
The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.