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STANDARD DEVIATIONS PODCAST: Kathi Balasek – Becoming Grief Literate
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!
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
As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...
OpCo Lands Distressed Debt Team from TD Cowen – Brief
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
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
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
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
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.