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Top 5 VC Deals of the Week in Fintech (2/19/24)
Planting seeds, growing dreams...
As they say, spring showers (of money) bring May flowers. Seed funding is a welcome sight for startups...
MARTECH MINUTES: Why Advisors Must Provide Financial Education
For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.
FreshFinance & ReachStack Partner to Offer Improved Advisor Communications
Fresh Finance and ReachStack recently announced a partnership to integrate a new layer of analytics, AI, and intelligence into their next generation of digital...
STANDARD DEVIATIONS: Money Isn’t About the Numbers (from the Soul of Wealth)
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth.
Educated...
DWN Publisher Notes For 2/13/24
Friends, it's a week for lovers, and we LOVE the content we've lined up for you here, including a look at looming black swan events, a new crypto offering for advisors and more. Happy Valentine's Day to you and yours! READ UP!!
A Black Swan in Gray Feathers?
Worries? There are none. Concerns? Not so much.
It is said that financial markets climb a "wall of worry," but if nobody is worried,...
Advisor Tech Talk (Week of 2/13/24)
Wealth technology is continuing to evolve, and we’re here to help you decipher it.
Of course it was another busy week in...
Decentralized Diaries for the Week of 2/12/24
How far can things explode in the cryptospace?
That's a question for another day because prices are going through the roof despite regulatory pressures;
...
Anchorage Digital Bank and FusionIQ Partner to Offer Regulated Crypto to Financial Advisors and...
Thanks to a new partnership between crypto platform Anchorage Digital and FusionIQ, the cloud-based wealth management solutions provider, financial advisors and firms now have...
STANDARD DEVIATIONS PODCAST: Giving is the Path to Abundance (from the Soul of Wealth)
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth.
Educated...