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Decentralized Diaries For The Week of 4/10/23

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By Christopher Hamman The crypto space may be humming along, but the US Government may also be planning to end things, according to...

Top 5 VC Deals of the Week in Fintech (4/10/23)

"What glitters is not always gold." "Size doesn't always matter." The same songs keep playing from a squeaky record player off of broken...

Decentralized Diaries For The Week of 4/3/23

By Christopher Hamman It may be the crypto industry's turn to smile as the guys at Congress suddenly woke up from their beauty...

The Week in Digital Wealth (4/3/23)

By Christopher Hamman Happy new month! Buying a home has become as easy as owning a credit card with...

MARTECH MINUTES: Digital Marketing Basics Part 1 – Database Management

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A common problem that marketing and advisor teams experience is how to create and maintain a hygienic database. Your CRM should play a part in ensuring your data is clean and up to date for marketing purposes.

Decentralized Diaries For The Week of 3/27/23

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By Christopher Hamman It seems the US Government is trying to ban crypto without doing it officially.  At least, not yet.  The owners of 6...

The Week in Digital Wealth (3/27/23)

By Christopher Hamman Ahh, the smell of spring...and everything that comes with it! The US economy overheats from time...

BACK OFFICE HEROES: Wealth Management Operational Metrics that Matter

In the financial services industry, numbers are everything. Successful firms and RIAs are always working to achieve operational excellence. But how do you know when you’ve reached it?

Publisher Notes For 3/15/23

Friends, the 800-pound gorilla in the room is, of course, the banking sector blow up that occurred this past week.  And while it can be debated, who (or what) is ultimately at fault, in the meantime, the world of digital wealth moves forward, despite the ensuing market chaos. READ UP!

BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions

Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.