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Publisher Notes For 1/4/23
And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ UP!
2023: Let’s Keep The New Year In Perspective
First, HAPPY 2023 to all. Or, here we go again.
Keeping things in perspective, there have been 2,023 new years going way back to zero...
AI ILLUMINATIONS: Changing Firms? Here’s What You Need to Know Before You Go
Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.
As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value
By Steven Brod
For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...
Rethink. Financial Advice Podcast: Overcoming the Tyranny of the Urgent with Rich Campe
Summary:
Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe...
MARTECH MINUTES: The Shift to Social Media for News Content
By Teresa Leno
A recent Pew Research report ‘News Consumption Across Social Media’, highlights how Americans are accessing news content, and the role that each...
Top 5 VC Deals of the Week in Digital Wealth (1/3/23)
Friends, with the holidays now behind us, we're back it in 2023 analyzing the top deals in fintech and digital wealth...
Decentralized Diaries For The Week of 1/3/23
By Christopher Hamman
Happy New Year!
Activities continued to brew within the decentralized space as Sam Bankman-Fried enjoyed limited freedom in his parents' basement....
STANDARD DEVIATIONS PODCAST: Jeff Bernier – The Money and Meaning Journey
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jeff Bernier.
Jeff has been providing personalized financial advice to individuals and...
Publisher Notes For 12/28/22
Happy New Year! Friends, while 2022 has been a wild ride, it's still been a great year & we're ever optimistic that the NEW YEAR will be an even greater one! Wishing you and yours health, happiness & abundance in 2023! READ UP!