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Advisor Tech Talk (1/10/23)
Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...
The Week in Digital Wealth (1/10/23)
By Christopher Hamman
The year got off to a great start, with earnings announcements from financial service providers...
STANDARD DEVIATIONS PODCAST: Neil Bage – The Laws of Wealth
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Brian Portnoy.
This week, Dr. Crosby is joined by fellow behavioral...
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....
The Week in Digital Wealth (1/3/23)
By Christopher Hamman
With so many firms announcing earnings guidance, and end-of-year results, the digital wealth space has...
REAL CLEAR CRYPTO: Trump Goes Web3
Having previously said that he’s “not a fan” of Bitcoin, Trump seems fine with using Bitcoin’s technology for the creation of an equally ephemeral but profitable web3 community.
OpEd: How Time, Technology & Teamwork Can Help Advisors Avoid Common Mistakes During Transitions
By Michael Nessim and Val Peters Rayevskiy
Financial advisors will always consider changing firms to better their situations – even during the worst market conditions....
Decentralized Diaries For The Week of 12/19/22
By Christopher Hamman
Last week, FTX founder SBF was arrested by the authorities in the Bahamas.
"FUD" continued to spread throughout the cryptospace, with...
Decentralized Diaries For The Week of 12/12/22
By Christopher Hamman
Editorial Note: We decided to pivot away from Sam Bankman-Fried and FTX because of the rapidly developing situation. We will...
Advisor Tech Talk (12/6/22)
By Chris Robbins
Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX.
Compliance tech Smarsh...