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Advisor Tech Talk (Week of 12/11/23)
It’s not the calm before the storm, it’s really the storm before the calm.
Yes, it’s actually been quite a year for...
Top 5 VC Deals of the Week in Fintech (12/11/23)
On sale, BOGO, and more...
Like a sale with deep discounts retailers offer to make shoppers spend on their products, the startup...
AI ILLUMINATIONS: When Finalizing your Budget, is the Client’s Voice Represented?
If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.
FINTECH CORNER: Here’s The Technology Lesson Wealth Firms Need To Learn From Medicine And...
Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law, said Adrian Johnstone of Practifi.
The Taylor Market Report (12/5/23)
For the week, gold is basically flat (off 1%) after hitting a new all time high, the S&P 500 is up a tiny bit and (applause please) bitcoin and ethereum exploded up.
DWN Publisher Notes For 12/5/23
Friends, this week we begin a new 5-part series on AI in Finance. Uncomfortable with this paradigm-shifting technology? You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!
DFPG Investments Launches Diversify Advisor Network
DFPG Investments, the Utah-based, full-service independent wealth management firm announced that it has launched Diversify Advisor Network as part of its long-term growth strategy...
Decentralized Diaries for the Week of 12/4/23
"The harder they rise, the harder they fall".
At least, that's how the saying goes.
The crypto space won't be the same without Changpeng Zhao.
That said,...
Top 5 VC Deals of the Week in Fintech (12/4/23)
The messy pileup...
2023 is ending much like a pile-up that slows down traffic on a busy freeway, impending travel to various...
BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite
Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients. The change has emanated from regulatory changes driving advisors' fiduciary duties.