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STANDARD DEVIATIONS PODCAST: Stacy Havener – The Power of a Story
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener.
In 2010, Stacy Havener founded Havener Capital Partners, an...
MARTECH MINUTES: How to Get More ‘Social’ on Social Media in 2023
There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.
The Taylor Report (1/3/23)
Like the disclaimers say, "the past is not indicative of future results." That is certainly true in a bear market. Markets can, and do, go down longer then people believe.
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!
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....