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STANDARD DEVIATIONS PODCAST: Kathi Balasek – Becoming Grief Literate

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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kathi Balasek. Kathi Balasek is an educator, grief literacy & empathy...

Bearish is the New Bullish. WTF!

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To be perfectly blunt, WTF is going on? Let's pretend you are spending time at the international space station looking down at earth from 250...

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...

Tech Focused Banking and Entrepreneur Joins Kingswood U.S. In-House Investment Banking Group

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Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...

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.

INTELLIGENCE FOR GROWTH: The Financial Advisor’s Guide to Becoming a Podcaster

Today, over one-third of Americans listen to podcasts regularly, so it makes sense that a growing number of financial advisors are exploring ways to integrate this tool into their marketing arsenal.

Top 5 VC Deals of the Week in Fintech (8/28/23)

In the meantime... Remember those long road trips as a kid when you felt trapped inside the family car for hours? 2023...

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.