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The Week in Digital Wealth (9/18/23)
The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?).
State Street has a new liquidity offering.
Deloitte's "romance" with the...
Bearish is the New Bullish. WTF!
To be perfectly blunt, WTF is going on?
Let's pretend you are spending time at the international space station looking down at earth from 250...
Wealthtech Insider: For Better Engagement, Treat Clients Like Individuals, Not Buzzwords
As advisors try to broaden their clientele, they’re better off focusing on creating memorable experiences than on trendy client groups and prospect sources.
Advisor Tech Talk (Week of 9/18/23)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...
Inflation vs. Actual Cost. Revealing.
You've heard this before ... "If inflation is moderating why do I always seem to have less money?" Well, it's tricky and can be...
Publisher Notes For 9/13/23
Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!
MARTECH MINUTES: How Investors Benefit From Finance Content Marketing
Through content marketing, investors have an opportunity to learn about the financial strength, business model, market position, and strategic direction of a potential investment.
STANDARD DEVIATIONS PODCAST: Dr. Daniel Crosby Discusses Seven Rules for Life and Money
This week on the Standard Deviations Podcast, Dr. Daniel Crosby delves into the landscape for financial planning, why money is an emotional hair trigger...
The Week in Digital Wealth (9/12/23)
The industry seems set for the fall, which may spring a few surprises!
With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product.
State...
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...