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Advisor Tech Talk (Week of 3/18/24)
Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...
Decentralized Diaries for the Week of 3/18/24
Industry maturity is a given. How far things have come signals the emergence of a new normal.
That said, legal issues are still a thing,...
Top 5 VC Deals of the Week in Fintech (3/18/24)
Action sprinkled with advice...
It's a new game for startups, with the days of multi-million funding deals over. Before opening their checkbooks,...
AI & Finance™ | News for the Week Ending 3/15/24
Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...
DWN Publisher Notes For 3/13/24
Friends, in this week's edition of DWN, we ponder whether AI is the new Bitcoin, delve into the latest declarations from BTC enthusast Michael Saylor, and so much more. READ UP!!
AdvizorStack: An Outsourced CTO for Small- to Midsized RIAs
Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...
Advisor Tech Talk (Week of 3/11/24)
As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.
The...
Decentralized Diaries for the Week of 3/11/24
Crypto volatility may be a permanent thing. Then again, we are all holding on for dear life! (HODL)
That said, the week was busy on...
Tim Bowman Becomes New Chief Financial Officer for Realta Wealth
Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....
STANDARD DEVIATIONS PODCAST: Not Being Dumb Beats Being Brilliant
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth.
Educated...