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Summer’s Over. Now, The Sprint to Year End.

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Been away? Took some time off? Well it's just about time to get back to the "real world." Which, by the way, is certainly...

The Taylor Market Report (9/5/23)

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Bad news is good news, right? NO, NO NO. That was pre-summer. Welcome to the post-summer season. A hurricane is brewing for the financial markets.

Publisher Notes For 9/6/23

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Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!
NEWS BRIEF 3 Industry

Capintel Launches Holistic Digital Wealth Platform

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CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...
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CoastalOne Names Chief Product Officer

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Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...

AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!

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As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.

STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Stacy Havener.c This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby...

The Week in Digital Wealth (9/4/23)

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Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

Decentralized Diaries for the Week of 9/4/23

Is the Department of Justice heading for a showdown with Binance? That could be a possibility with a sealed filing from the SEC. That said, the...

Top 5 VC Deals of the Week in Fintech (9/4/23)

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Not so fast... Amid unicorns, 'hot' startups, and dreams of IPOs, tech startups previously experienced growth and sector-wide expansion, a period that...