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Capintel Launches Holistic Digital Wealth Platform
CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...
BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack
When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.
REAL CLEAR CRYPTO: Solana, USDC, and Modern E-Commerce
The landscape of the digital economy is constantly changing. The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are gone.
STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Stacy Havener.c
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby...
Top 5 VC Deals of the Week in Fintech (9/4/23)
Not so fast...
Amid unicorns, 'hot' startups, and dreams of IPOs, tech startups previously experienced growth and sector-wide expansion, a period that...
Advisor Tech Talk (Week of 09/04/23)
For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...
BACK OFFICE HEROES: Why Firms Should Prioritize Compliance
A damaged reputation leads clients to withdraw funds and scares away investors, according to Michael Pinsker, which can lead even a highly successful firm to spiral towards an ignoble end
Publisher Notes For 8/29/23
Friends, ever wonder about the secret sauce that drives chamionship teams? Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week. Enjoy the unofficial end of summer and READ UP!!
MARTECH MINUTES: From Expectations to Delivering Value
The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.
Decentralized Diaries for the Week of 8/28/23
Is the cryptospace a dark place with no scruples?
A former SEC chairman seems to think so.
That said, an analyst at J.P. Morgan thinks the...