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Advisor Tech Talk (Week of 9/10/24)

There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...

The Week in Digital Wealth (9/10/24)

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Integrations and partnerships helped improve customer experiences alongside new product features. Government regulation remained light touch as the focus shifted towards improved utility. Headlines to...

Decentralized Diaries for the Week of 9/10/24

Innovation continued to rule the industry, with bad actors continuing to find new ways of performing their nefarious activities. Institutional interest also continued to...

Top 5 VC Deals of the Week in Fintech (9/9/24)

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How much is too much, and how big is too big? Money moving makes the news in VCs, startups, and big tech....

MARTECH MINUTES: Why Wealth Organizations Should License Martech Now for 2025

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In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.

STANDARD DEVIATIONS PODCAST: Emily Blue – Humanizing the M&A Process

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Emily Blue, co-founder of Hue Partners Emily Blue attended William Jewell...

The Taylor Market Report (9/3/24)

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CASH CASH CASH CASH CASH CASH CASH CASH  | It won't matter if you are in AI stocks, gold, bitcoin, index funds or equities in general. Lighten up, reduce risk and raise cash. Its gonna get nasty.
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DWN Publisher Notes For 9/3/24

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Friends, this week we look at all the market events lining up in September & delve into how AI is shaping financial content.  Meanwhile, in addition to reading the weekly sector news in each of our columns, you really should read the openers to our columns Advisor Tech Talk & Top 5 VC this week, they're PHENOM...READ UP!!

And Here We Are

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So where are we? Labor Day, September, last month of the third quarter, end of summer, football season, schools are in and on and...

RegVerse, Adds Fusion1 to its Avery Platform

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Surge Ventures, the Menlo Park-based FinTech venture studio, recently announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1...