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Publisher Notes For 1/17/23
Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector news (+deals) to report on this week! READ UP!
Publisher Notes For 1/10/23
Friends, we're excited to launch two new features this week - a new podcast series, Standard Deviations, and a new content series, Martech Minutes. We think you'll love them both! READ UP!
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...
Publisher Notes For 1/4/23
And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ UP!
Publisher Notes For 12/28/22
Happy New Year! Friends, while 2022 has been a wild ride, it's still been a great year & we're ever optimistic that the NEW YEAR will be an even greater one! Wishing you and yours health, happiness & abundance in 2023! READ UP!
Publisher Notes For 12/21/22
Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.
Publisher Notes For 12/14/22
Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education. We also review OCIOs and dig into the latest fintech news of the week. READ UP!
Publisher Notes For 12/7/22
Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP!
AI ILLUMINATIONS: Applying the Learning from Reading The Tortoise and the Hare
There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.
Wealthtech Executive Moves
The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces.
Smarsh, the digital communications content-focused regtech enterprise, continues to expand...