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Publisher Notes For 2/14/23

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Friends, Happy Valentine's Week, and what a week we're in!  With 3 "mysterious" aircraft shot out of the sky and the Super Bowl BEHIND us, what could be AHEAD of us?  One thing we know, fintech innovation marches on regardless. READ UP!

Top 5 VC Deals of the Week in Fintech (2/14/23)

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Happy Valentine's Day to all you lovers out there. If I could make custom candy hearts with VC messages, they would...

The Week in Digital Wealth (2/14/23)

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By Christopher Hamman Things appeared to have cooled down in the markets with incoming inflation numbers. The US Treasury...

Decentralized Diaries For The Week of 2/14/23

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By Christopher Hamman There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage. The SEC...

BACK OFFICE HEROES: Setting Expectations: What RIAs Need to Know for the Next 5...

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The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.

Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones

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By Michael Nessim and Douglas Blake, Kingswood U.S. Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...

Publisher Notes For 2/9/23

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Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!

The Week in Digital Wealth (2/9/23)

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By Christopher Hamman Sam Bankman-Fried was banned from contacting his prior employees at FTX & Alameda Research.  Twitter...

Decentralized Diaries For The Week of 2/7/23

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By Christopher Hamman Crypto winter is thawing out, or so it seems.  Shocking revelations showed that 86% of Tether Holdings was controlled by only...

Publisher Notes For 2/1/23

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Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!