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Rethink. Financial Advice Podcast: The Future of Agency Featuring Mark Pfaff
Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in...
AI ILLUMINATIONS: Cure Your Pain with a Single Pane
Whether it's investors, advisors, or home offices, today everyone across the entire Wealth Management value chain seeks an elegant, simple solution for their various needs.
Decentralized Diaries For The Week of 5/30/23
By Christopher Hamman
As we all prepare to kick back for summer, things seemed pretty sunny in the cryptospace (for the most part).
Then...
Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...
Advisor Group Announces Brand Reveal Date
In April, Advisor Group formalized its plans to consolidate its network of firms under one new brand – promising wide-ranging benefits from tech consolidation...
The Taylor Market Report (5/23/23)
First, to be perfectly clear, THIS WEEKLY REPORT IS NOT AI-GENERATED. You don't need any type of intelligence to know that the financial markets are going nowhere. Summer mode is setting in.
REAL CLEAR CRYPTO: When to use Private vs. Public Blockchains
There are two primary types of blockchains: public and private, each having its unique advantages, and disadvantages relevant to different enterprise and industry needs.
How Far Have CBDCs Come?
By Chris Hamman
Central Bank Digital Currencies (CBDCs) recently picked up steam. Several countries have explored pilot projects with mixed success.
CBDCs have faced widespread adoption...
Decentralized Diaries For The Week of 5/23/23
By Christopher Hamman
Will the 2024 presidential race be all about crypto?
It looks that way with candidates from both parties declaring their positions...
Growing RIA Launches Choero Partner Alliance
Choreo announced last week that it has launched the Choreo Partner Alliance, a program intended to provide CPA clients with access to wealth management...