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Decentralized Diaries for the Week of 9/25/23

Should the current "rulers" of the cryptospace disappear forever? Custodia's Caitlin Long seems to think so. There's a new social login in the Web 3.0 space. Binance...

Advisor Tech Talk (Week of 9/25/23)

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Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

Berthel Fisher Names Andrew Christofferson CEO of Firm’s RIA, Broker-Dealer and Insurance Agency

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The Berthel Fisher Companies have a new senior leadership team. The shakeup includes the elevation of Andrew Christofferson to CEO of the firm's RIA, two...

The Week in Digital Wealth (9/18/23)

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  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...

REAL CLEAR CRYPTO: The Anatomy of a Common Crypto Scam – Unveiling the Tactics...

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The crypto landscape is a double-edged sword. On one side, it offers incredible opportunities for investment & financial growth. On the other, it's fertile ground for scams that exploit the uninformed & hopeful.

Advisor Tech Talk (Week of 9/18/23)

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This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...
NEWS BRIEF 5

OpCo Lands Distressed Debt Team from TD Cowen – Brief

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Investment bank and wealth manager Oppenheimer & Co. Inc. recently announced it expanded its Fixed Income Division with the addition of ten distressed debt...

Summer’s Over. Now, The Sprint to Year End.

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Been away? Took some time off? Well it's just about time to get back to the "real world." Which, by the way, is certainly...
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CoastalOne Names Chief Product Officer

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Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...

STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Stacy Havener.c This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby...