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NEWS BRIEF 5

OpCo Lands Distressed Debt Team from TD Cowen – Brief

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Investment bank and wealth manager Oppenheimer & Co. Inc. recently announced it expanded its Fixed Income Division with the addition of ten distressed debt...

Tech Focused Banking and Entrepreneur Joins Kingswood U.S. In-House Investment Banking Group

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Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...

STANDARD DEVIATIONS PODCAST: Dr. Daniel Crosby Discusses Seven Rules for Life and Money

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This week on the Standard Deviations Podcast, Dr. Daniel Crosby delves into the landscape for financial planning, why money is an emotional hair trigger...

Decentralized Diaries for the Week of 9/12/23

Is a storm coming for cryptospace? That is possible. With mass departures from Binance, increased centralization, and shadow moves by market makers. That said, Apple bought rights...

Top 5 VC Deals of the Week in Fintech (9/12/23)

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The bigger they are (the harder they fall)... Many VC-backed startups have closed down or seen valuations fall in the past few...

Advisor Tech Talk (Week of 9/11/23)

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The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...

WEALTHTECH INSIDER: How Advisors are Influencing Clients to Take Their Financial Advice

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The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.

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!