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Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
The Taylor Market Report (11/07/23)
The economy is not as strong as people think. That may be a plus for interest rates, but not for equities. There is a recession coming and it will "come out of the blue."
DWN Publisher Notes For 11/7/23
Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded. Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!
$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...
Fintech Corner: The Multiple Layers of Personalization in WealthTech
Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.
STANDARD DEVIATIONS PODCAST: Akhil Patel – The Hidden Order of Markets
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Akhil Patel.
Akhil Patel is the Director of Property Sharemarket Economics,...
Decentralized Diaries for the Week of 11/6/23
The cryptospace continued to hum along with the regular issues happening like clockwork.
SBF is guilty.
That's what the jurors decided.
The DoJ seized 30k Ethereum tokens.
Solana...
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
Top 5 VC Deals of the Week in Fintech (11/6/23)
An eye on AI (or sleeping with one eye open?)
Last week, the Biden Administration released an executive order laying out a...
INTELLIGENCE FOR GROWTH: Secure the FinServ Industry’s Future By Solving for Gen Z
The financial industry has finally come to embrace Millennials and is making strides to adequately communicate with the largest generation in the workforce.