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Top 5 VC Deals of the Week in Fintech (2/19/24)

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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

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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

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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...
zCindy-New

DWN Publisher Notes For 2/13/24

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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?

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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)

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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...

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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...