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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,...

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...

Decentralized Diaries for the Week of 7/10/23

Larry Fink is finally a "crypto believer". While his intents seem to be a good thing for the space, it remains "yet to be seen"...

Top 5 VC Deals of the Week in Fintech (7/10/23)

The grass is always greener... It's mid-year, with six months of deals behind us and nothing ahead but greener pastures (or forests)....

INTELLIGENCE FOR GROWTH: Summer Slump? Engage your Clients by Adding Value through Content

While other advisors are on vacation, you can take advantage & connect with your clients through strategic & targeted outreach. When the economy is volatile, it’s important to communicate frequently with clients.

Publisher Notes For 7/4/23

Friends, it's a summer week with a holiday on a Tuesday(??) and more people traveling at any time than in recent history, so we'll keep it short & sweet this week!  In the meantime, HAPPY BIRTHDAY, AMERICA & READ UP!

Advisor Tech Talk (Week of 7/5/23)

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Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...

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...

Decentralized Diaries for the Week of 7/3/23

A former US SEC attorney advised the cryptospace to focus on the issues that count rather than on the SEC Chairman. There's a lot of...