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Advisor Tech Talk (Week of 7/5/23)
Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...
Publisher Notes For 6/28/23
Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach! Meantime, here we go with more news you can use in the world of fintech and digital assets READ UP! | Cindy Taylor, Publisher
Annual Investment Adviser Industry Snapshot (Snapshot) Highlights Sector’s Growth and Resilience
A recently published study of the fiduciary adviser industry, the 2023 Investment Adviser Industry Snapshot (Snapshot), shows continuing strength in the space, despite – or perhaps...
Publisher Notes For 6/21/23
Friends, the Summer Solstice has arrived and a new season of sun is upon is. Meanwhile, it's been a VERY busy news week in the world of digital wealth and finance...READ UP!
Decentralized Diaries for the Week of 6/19/23
It's certain - the 2024 presidential race will absolutely involve a convo around crypto.
Miami's "crypto mayor" (one of ours) just threw his hat in...
Publisher Notes For 6/13/23
Friends, change is in the air. While crypto markets experience a chilling effect from recent SEC regulatory actions against Coinbase & Binance, industry pushback has been loud and strong and you'll see some of that here today, too....READ UP!
BACK OFFICE HEROES: Why Technology Now Belongs At The Center Of Client Relationships
Many advisors who have had a love-hate relationship with technology are coming to embrace tools necessary to evolve and grow their practices for the future.
Wealth Industry Vet Kevin Keefe Joins CoastalOne
CoastalOne appointed former President and CEO of Cetera subsidiary First Allied Securities and Executive Vice President and CEO of Corporate RIA at Advisor Group...
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!
Advisor Tech Talk (Week of 6/6/23)
A lot of people took a holiday last week due to the Memorial Day-shortened work schedule.
The news did not.
There was a...