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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...
The Week in Digital Wealth (3/11/24)
Data Data Data!
Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases. Meanswile, AI continued to...
Top 5 VC Deals of the Week in Fintech (3/11/24)
Just say "AI"...
2024 is the year of AI, a year for startups to dabble in it and VCs to fund it...
REAL CLEAR CRYPTO: The “Distraction” of Bitcoin as a Currency
Just like our ancestors used precious metals & real estate to store wealth, the modern generation has found a new avenue - Bitcoin. Michael Saylor has suggested that BTC might serve as an efficient wealth store for many.
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...
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...
AI & Finance™ | News for the Week Ending 3/8/24
Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...
AI EDUCATION: What is Generative AI?
In our ongoing series "AI EDUCATION", we delve into various topics around artificial intelligence to help our readers better understand the sector, because it's...