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Decentralized Diaries for the Week of 10/17/23

Israeli authorities allegedly identified stablecoin wallets with ties to terrorist groups. Our thoughts and prayers are with the victims of the current conflict on both...

How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors

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As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.

INTELLIGENCE FOR GROWTH: 6 Ways to Use Content to Help Your Clients Through...

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Advisors can help keep their clients on track through current turmoil with some timely and highly-personalized messaging, said Jay Manciocchi, Head of Content at TIFIN Clout

Decentralized Diaries for the Week of 10/9/23

SBF's trial is finally underway. We should expect drama. LOTS of it. The CFTC may take action against Steve Ehlrich, Voyager Digital's co-founder. He vowed to have his...

FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Michael Pinsker of Docupace

Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite executives! * *...

Advisor Tech Talk (Week of 10/09/23)

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This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.  Edelman Financial Engines and...

Court Room Battles. Financial Markets. The Fourth Quarter Begins.

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Get ready. This is gonna be one helluva fourth quarter. Interesting? For sure. Entertaining? If you like horror movies. Scary? Yup, even Halloween won't...

REAL CLEAR CRYPTO: Regulatory Developments in Digital Assets

The digital financial epoch is burgeoning. In the United States, the regulatory tapestry surrounding digital assets is gradually being woven, thanks to recent legislative endeavors.

Decentralized Diaries for the Week of 10/2/23

Happy New Month! Can the SEC win a war on several fronts? That's the big question as ETF applications get differing responses from the regulator. Gemini clarified...

Advisor Tech Talk (Week of 10/02/23)

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There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...