Home Search

finance - search results

If you're not happy with the results, please do another search

MARTECH MINUTES: 2024 Social Media Trends for Financial Professionals

0
As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

The Week in Digital Wealth (10/31/23)

0
"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...

Decentralized Diaries for the Week of 10/31/23

It looks like the Fed is still interested in a CBDC, despite objections. JPMorgan Chase's "JPM Coin" is processing over $1 billion daily for several...

Top 5 VC Deals of the Week in Fintech (10/31/23)

0
A, B, C, it's easy as 1-2-3 ... Innovation has been fast and furious for the Fintech sector, with lots and lots...

WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 1

0
2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.

DWN Publisher Notes For 10/24/23

0
Friends, is AI REALLY that smart?  We  also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!

STANDARD DEVIATIONS PODCAST: Saundra Davis – Balancing Candor and Compassion in Client Communications

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Saundra Davis. Saundra Davis, MCC, MSFP is a highly respected financial...

REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk

Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency. 

The Week in Digital Wealth (10/23/23)

0
Innovation continued to rule despite higher temperatures. That said, it seems the grass is greener on the other side for many Americans. Another credit card is...

Advisor Tech Talk (Week of 10/24/23)

0
Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...