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MARTECH MINUTES: Resetting – How Wealth Firms Can Grow Harnessing Financial Content
With today's economic challenges and a changing client demographic as younger generations inherit, firms and advisors will need to plan how they communicate with current clients and attract new ones to grow AUM.
Decentralized Diaries For The Week of 1/24/23
By Christopher Hamman
Crypto winter is on its way out!
Token prices continued to rise, regardless of the continuing contagion and enforcement actions taken...
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 Week in Digital Wealth (1/17/23)
By Christopher Hamman
Things picked up steam last week as everyone settled down and business as usual returned.
The...
New Year’s Resolutions (Not Predictions) For Financial Markets
Contrarian. Making predictions for a new year is nonsense so we won't go there. BUT, new year resolutions? Totally different way to set forth...
Decentralized Diaries For The Week of 1/10/23
By Christopher Hamman
Things are looking up for the cryptocurrency space.
BlackRock added Bitcoin exposure to its Global Allocation Fund.
Bitcoin prices crossed the $17,000...
STANDARD DEVIATIONS PODCAST: Stacy Havener – The Power of a Story
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener.
In 2010, Stacy Havener founded Havener Capital Partners, an...
As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value
By Steven Brod
For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...
Decentralized Diaries For The Week of 1/3/23
By Christopher Hamman
Happy New Year!
Activities continued to brew within the decentralized space as Sam Bankman-Fried enjoyed limited freedom in his parents' basement....
STANDARD DEVIATIONS PODCAST: Jeff Bernier – The Money and Meaning Journey
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Jeff Bernier.
Jeff has been providing personalized financial advice to individuals and...