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Advisor Tech Talk (Week of 7/5/23)

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Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...

STANDARD DEVIATIONS PODCAST: Manish Khatta – On Markets and Marketing

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Manish Khatta. Manish Khatta is a quant! A true math geek, Manish...

The Week in Digital Wealth (7/3/23)

Happy Independence Day (on July 4 in the US) and happy new month! It seems things may not be so bad after all, following stress...

Decentralized Diaries for the Week of 7/3/23

A former US SEC attorney advised the cryptospace to focus on the issues that count rather than on the SEC Chairman. There's a lot of...

MARTECH MINUTES: Critical Content Marketing Strategies for Financial Advisors

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Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.

The Taylor Market Report (6/27/23)

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Breaking the calm of summer with some HUGE crypto news on a BTC ETF & it looks like ETH will be exceeding the price of gold very soon, too. BTC did it back in 2016/2017 & now ETH. Gold is so last 5,000 years ago.
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SS&C to Eliminate “Burdensome Operations Processes” for Alt-Platform Crystal Capital Partners

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The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...
NEWS BRIEF 5

TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets

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Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets Joint...

Digital Wealth News Profile: Akhil Lodha, CEO and Founder of StratiFi

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Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...

Crypto Regulation in the U.S? Like Shining Up a DC-3

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Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So...