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Is Texas to Blame for Slow Financial Markets?
It's a theory. A real stretch of a theory, too. But maybe not. All these years investors/traders have blamed summer for subdued and lackluster...
DWN Publisher Notes For 6/12/24
Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it! Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!
The Week in Digital Wealth (6/11/24)
Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...
Decentralized Diaries for the Week of 6/11/24
The industry settled in with ongoing legislative discourses at the fore. However, things are far from settled, with the November elections looming over everything....
FINTECH VIEWS: How Technology Is Transforming Impact Investing
The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...
MARTECH MINUTES: Why Becoming a Thought Leader is Vital for Advisors
When your target audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you've won against your competition.
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
Top 5 VC Deals of the Week in Fintech (6/11/24)
A new player emerges...
This week, the finance industry weighed in on the newest player in the game—the Texas Stock Exchange (this...
Vestmark and PureFacts Partnership Optimizes Billing for Wealth Management Industry
Fintech firms Vestmark, Inc., a provider of wealth management software and services, and PureFacts Financial Solutions, which delivers revenue management, enterprise reporting, and insights...
STANDARD DEVIATIONS PODCAST: Robert Sofia – A Comprehensive Guide to Financial Advisor Marketing
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Robert Sofia of Snappy Kraken.
Robert Sofia is the CEO of...