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Back to School: What to Learn this Year in WealthTech

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As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...
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...

MARTECH MINUTES: How Investors Benefit From Finance Content Marketing

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Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.

STANDARD DEVIATIONS PODCAST: Dr. Daniel Crosby Discusses Seven Rules for Life and Money

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This week on the Standard Deviations Podcast, Dr. Daniel Crosby delves into the landscape for financial planning, why money is an emotional hair trigger...

The Week in Digital Wealth (9/12/23)

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The industry seems set for the fall, which may spring a few surprises! With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product. State...

Advisor Tech Talk (Week of 9/11/23)

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The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

REAL CLEAR CRYPTO: Solana, USDC, and Modern E-Commerce

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The landscape of the digital economy is constantly changing. The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are gone.

BACK OFFICE HEROES: Why Firms Should Prioritize Compliance

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A damaged reputation leads clients to withdraw funds and scares away investors, according to Michael Pinsker, which can lead even a highly successful firm to spiral towards an ignoble end

Publisher Notes For 8/29/23

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Friends, ever wonder about the secret sauce that drives chamionship teams?  Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week.  Enjoy the unofficial end of summer and READ UP!!

The Week in Digital Wealth (8/28/23)

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The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...