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Publisher Notes For 9/6/23

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Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!

BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack

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When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.

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.

WEALTHTECH INSIDER: Most Advisors Have A Swivel Chair Problem

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Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.

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!!

INTELLIGENCE FOR GROWTH: How Microplans Can Help Financial Advisors Convert More Effectively

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Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies.

Publisher Notes For 8/22/23

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Friends, learn about "un-magical things" this week in our Top 5 VC column, check out our busy news week in Advisor Tech Talk (even in the dead of summer) and brush up on the New Normal/Old Normal. READ UP!!

BACK OFFICE HEROES: Your Voice is Your Unique Differentiator–Advisors Must Find Theirs

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Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy world.

REAL CLEAR CRYPTO: Blockchain Wars & The Global Quest for Dominance and Adoption

In the digital realm, blockchains emerge as a groundbreaking force, poised to revolutionize industries, redefine traditional notions of trust, and catalyze a silent yet intense global competition.

Publisher Notes For 8/15/23

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Friends, huge thanks to our friend Teresa Leno of Fresh Finance for jumping in as editor this week. Meantime, we've got a great piece on Web3 gaming and an important op-ed on financial literacy, pluls more. READ UP!!