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Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...
The Week in Digital Wealth (5/23/23)
By Christopher Hamman
With the markets slightly rattled and as everyone keenly watches how the politicians in D.C....
The Week in Digital Wealth (5/16/23)
By Christopher Hamman
As we all wait for another episode of the debt ceiling drama that occurs every...
Advisor Tech Talk (Week of 5/16/23)
April showers bring May fintech news.
Okay, so that stretch of an old proverb doesn’t really fit, but there was truthfully a...
Industry Veteran Robert Franklin Joins Essential Edge
An evolving regulatory ecosystem and ongoing innovation in RegTech software, services and platforms can leave financial services firms, particularly smaller ones, concerned about their...
The Week in Digital Wealth (5/10/23)
By Christopher Hamman
With the last lever in its arsenal (interest rate hikes), the Fed tried to keep...
Rethink. Financial Advice Podcast: Tech & Regulation Featuring Ian McKenna
We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique perspective is...
Debt Ceiling. Bank Failures. De-Dollarization. Oh Boy!
Bad news. Impossible to ignore. Reality is setting in. So while hiding in the bedroom with the lights out, the dreaded sound of a...
The Week in Digital Wealth (5/3/23)
By Christopher Hamman
Happy new month!
Besides banking failures, the "other" big issue hovering in the air is a...
Publisher Notes For 4/25/23
Friends, check out our latest "Fintech & Philosophy" zoomcast and our latest take on the old adage "Sell in May and Go Away".....READ UP! | Cindy Taylor, Publisher