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MARTECH MINUTES: How Investors Benefit From Finance Content Marketing

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Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.

Decentralized Diaries for the Week of 9/12/23

Is a storm coming for cryptospace? That is possible. With mass departures from Binance, increased centralization, and shadow moves by market makers. That said, Apple bought rights...

The Week in Digital Wealth (9/12/23)

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The industry seems set for the fall, which may spring a few surprises! With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product. State...

Advisor Tech Talk (Week of 9/11/23)

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The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

Summer’s Over. Now, The Sprint to Year End.

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Been away? Took some time off? Well it's just about time to get back to the "real world." Which, by the way, is certainly...
NEWS BRIEF 3 Industry

Capintel Launches Holistic Digital Wealth Platform

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CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...

BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack

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When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.
news brief 1

CoastalOne Names Chief Product Officer

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Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...

Decentralized Diaries for the Week of 9/4/23

Is the Department of Justice heading for a showdown with Binance? That could be a possibility with a sealed filing from the SEC. That said, the...

STANDARD DEVIATIONS PODCAST: Dr. LaKeitha Poole – Sports Psychology for Everyday

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. LaKeitha Poole. This week on Standard Deviations with Dr. Daniel Crosby, Dr....