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Decentralized Diaries for the Week of 8/21/23

Crypto prices seemed to set off in one direction: south. That didn't dampen the enthusiasm of the diehard "cryptonians". The ride is a part of the...

WEALTHTECH INSIDER: People are the Key to Great Experiences

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Technology is causing a convergence in industries – even in the financial industry, products are relatively similar and the same services are offered at scores of advisory and wealth management firms.

Publisher Notes For 8/15/23

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Friends, huge thanks to our friend Teresa Leno of Fresh Finance for jumping in as editor this week. Meantime, we've got a great piece on Web3 gaming and an important op-ed on financial literacy, pluls more. READ UP!!

The Week in Digital Wealth (8/14/23)

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Things didn't simmer down in the industry as summer temperatures continued rising. Our thoughts and prayers are with the victims of the Maui fires. Impact investors...

Decentralized Diaries for the Week of 8/14/23

Gary Gensler continues his "rock-paper-scissors" game with the crypto space with the ARK Invest Bitcoin ETF delay and the XRP appeal. Sam Bankman-Fried is no...

The Taylor Market Report (OOO w/o 8/14)

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Bill Taylor is taking a well-deserved vacation this week and will return to publication the week of 8/21.  In the meantime, you can check out all his prior reports here

Publisher Notes For 8/8/23

Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, etc. Meanwhile, is it the markets - or market participants - that have changed? READ UP!!

MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines

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Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.

REAL CLEAR CRYPTO: It’s Not About Bitcoin – It’s About the Technology

Everyone has heard of Bitcoin, but not everyone has heard of the exciting ways that the same technology that powers Bitcoin will power tomorrow’s technology companies. 

STANDARD DEVIATIONS PODCAST: Dr. Michael Finke – The Science of Happy Retirement

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. Michael Finke. Michael Finke, PhD, CFP®, is Professor of Wealth Management, Director...