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Top 5 VC Deals of the Week in Fintech (6/28/23)

What's Hot (and What's not) There are four hot sectors that Crunchbase has identified as continuing to win cash; Generative AI, Power...

The Taylor Market Report (6/20/23)

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Here's a theory. Is the SEC attempting to scare investors and make it extremely difficult to buy bitcoin with the intent to drive them into an ETF? Pretty sure Blackrock contributes to political campaigns. Hmmm!

The Week in Digital Wealth (6/19/23)

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Despite expectations from several angles, the Fed kept interest rates steady on the latest round. Per the implications of this (non)action for the American economy,...

Why Content Market in Compliance-Heavy Industries?

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Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.

Top 5 VC Deals of the Week in Fintech (6/19/23)

Tallying up on Payments Payments continue to be one of the most well-funded categories for startups, but more complexities exist outside dev....

Advisor Tech Talk (Week of 6/12/23)

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There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...

Top 5 VC Deals of the Week in Fintech (6/13/23)

Spotlight on diversity- “With the addition of LGBTQ+ tags, there are now a total of 20 Diversity Spotlight tags focused on race/ethnicity, gender, and...

Publisher Notes For 6/6/23

Friends, this week has brought more action from the SEC against the digital assets industry with lawsuits against Binance & Coinbase. Think what you will about these regulatory actions, but meanwhile, forward-thinking states like Wyoming queue up stablecoins...READ UP! 

Atria’s CUSO Financial Services Snags former LPL Affiliated Clearview Federal Credit Union

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Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced...

BACK OFFICE HEROES: Where Advisory Firms Should Spend their Digital Marketing Dollars

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To make the most of their digital marketing dollars, advisors should prioritize proven strategies for success: website design, search engine optimization, and unique content.