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