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REAL CLEAR CRYPTO: The Institutions are Coming!

Institutions coming into crypto is something that we have been talking about for years. We saw the first glimpses of institutional involvement in crypto in 2021.

Advisor Tech Talk (Week of 7/10/23)

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A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.  For example, two big TAMPs,...

MARTECH MINUTES: A Quick Guide to Selecting MarTech

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For regulated industries, selecting marketing technology can be more complex due to compliance oversight and others in the broader organization that may need access to the marketing assets and tools.

The Week in Digital Wealth (7/10/23)

A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions. AI...

STANDARD DEVIATIONS PODCAST: Manish Khatta – On Markets and Marketing

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Manish Khatta. Manish Khatta is a quant! A true math geek, Manish...

The Week in Digital Wealth (7/3/23)

Happy Independence Day (on July 4 in the US) and happy new month! It seems things may not be so bad after all, following stress...

Top 5 VC Deals of the Week in Fintech (7/3/23)

It's a small world, after all. VCs are pulling the pursestrings open for startup funding in desirable sectors, regardless if what regulators...

MARTECH MINUTES: Critical Content Marketing Strategies for Financial Advisors

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Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.
NEWS BRIEF 4

Docupace Appoints Leon Weiss as its New CFO

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Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...

Publisher Notes For 6/28/23

Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach!  Meantime, here we go with more news you can use in the world of fintech and digital assets  READ UP! | Cindy Taylor, Publisher