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Publisher Notes For 5/10/23

Friends, we're going to be rolling out a major new blockchain education initiative in the coming weeks and we want your participation, too!  Check out Steve Lupien's interview today in my "Fintech & Philosophy" zoomcast to learn more and look for more info on this world-changing initiative in the coming weeks!! READ UP!

MARTECH MINUTES: Social Media – Financial Friend or Foe?

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Social media is an ever-changing landscape with new platforms arising often & a varying level of attention on each. Short-form content on social media platforms has become important to financial content creators.

In One Word: DREAM

By Michael Partnow DREAM “If you can dream it, you can do it.” – Walt Disney Think about that quote...

Advisor Tech Talk (Week of 5/3/23)

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The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...

Decentralized Diaries For The Week of 4/18/23

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By Christopher Hamman The crypto space has increasingly divided Capitol Hill. Then again, so is most of the Country.  Peer-to-peer marketplace OpenBazaar is seeking a...

Advisor Tech Talk (Week of 4/10/23)

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It was another holiday week, but still a busy one in the advisor tech world. In this week’s Advisor Tech Talk, we...

WYOMING BEE | Blockchain Education for Everyone: Meet Candace Ryder

By Mike Wilkins When Candace Ryder joined the University of Wyoming as a Faculty Development Professional in early 2020, she had no idea what was...

Compliance and Tech Lessons from the Collapse of Silicon Valley Bank

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The collapse of the Silicon Valley Bank (SVB) has sent shockwaves through the technology industry, with investors, bankers, regulators and technology companies pointing fingers...

Bitcoin: “I didn’t do it.”

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NOT GUILTY! That's the ruling of the jury upon digesting all the facts. Bitcoin did NOT cause the collapse of SVB (Silicon Valley Bank). Nor...

Smarsh Adds Sheldon Cummings to Lead Wealth Management-Focused Business Unit

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RegTech provider Smarsh has made another addition to its senior leadership team. The company announced this week that it hired Sheldon Cummings to serve...