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The Week in Digital Wealth (1/24/23)

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By Christopher Hamman What a week! Things rolled by with the world wondering when Congress will put its act...

Top 5 VC Deals of the Week in Digital Wealth (1/24/23)

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By Teresa Leno Carnage? Not so fast. This past week's news headlines were nothing 'rose-y' for tech (and VC) as Google, Microsoft,...

COMPLY C-Suite Appointments Support Continued Integration

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COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...

The Taylor Report (1/17/23)

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Sorry bulls. Recessions are NOT bullish. Higher rates are NOT bullish. Uncertainty is NOT bullish. Real estate weakening is NOT bullish. Wake up and smell the reality. S&P 500 (equities) drop anther 20%.

Publisher Notes For 1/17/23

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Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector news (+deals) to report on this week!  READ UP!

REAL CLEAR CRYPTO: Did We Just Witness the Bottom for Crypto?

BTC, at time of writing, is trading above $21K & has now recovered more than 35% from its November low of around $15K. Other cryptocurrencies have seen even greater recoveries, albeit off even more dramatic declines.

How’s The New Year Going So Far?

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Two weeks down, fifty more to go. This new year (2023 if you missed it) is under way. So with everyone accustomed to instantaneous...

STANDARD DEVIATIONS PODCAST: Carl Richards – How to Make and Keep Financial Goals

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Carl Richards. Carl Richards is a Certified Financial Planner™ and creator...

Advisor Tech Talk (1/17/23)

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The advisortech sector keeps on keepin' on with several important new announcements coming at us in the first week after the...

AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 1

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As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.