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Advisor Tech Talk (Week of 8/08/23)
We’ve notched another big, busy week in the advisor tech space.
Perhaps the most interesting headline is that Tyrone Ross, an outspoken...
The Week in Digital Wealth (8/7/23)
The drop in U.S. credit ratings did not slow things down in the industry.
Then again, the downgrade is a sign of the chaotic times...
Top 5 VC Deals of the Week in Fintech (8/7/23)
Fairwell, Au Revoir, Adios, Auf Wiedersehen.
Tech layoffs are slowing, but many companies are laying off most, if not all, of their...
REAL CLEAR CRYPTO: Bitcoin IS Green – Here’s Why
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.
Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets
ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...
Advisor Tech Talk (Week of 8/01/23)
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...
The Week in Digital Wealth (8/1/23)
Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended).
That said, with...
REAL CLEAR CRYPTO: The Key to Cryptocurrency – Understanding Self-Custody
self-custody of cryptocurrencies allows for transactions that keep your identity relatively hidden, providing you with a sense of autonomy that traditional banking systems can't match.
Advisor Tech Talk (Week of 7/25/23)
This week in advisor tech news we have a trio of major partnerships leading the way.
The first is that financial wellness...
Miracle Mile Advisors Continues to Expand its Leadership Team, Tapping Former RBC Executive, Nate...
For the second time in a month, national RIA Miracle Mile Advisors has announced an addition to its leadership team, naming Nate Angelo as...