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Tech-Savvy, Income-Focused: Dave Scranton’s Sound Income Strategies’ ETF Continues to Outperform
Typically, the combination of market turmoil, economic uncertainty and a surging interest rate environment would present big picture challenges for asset managers, especially in...
Advisor Tech Talk (Week of 4/3/23)
Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...
Top 5 VC Deals of the Week in Fintech (4/3/23)
And they're BACK! While researching deals this week, they just kept getting larger and larger. What a relief to see double...
The Week in Digital Wealth (4/3/23)
By Christopher Hamman
Happy new month!
Buying a home has become as easy as owning a credit card with...
STANDARD DEVIATIONS PODCAST: Brian McLaughlin of Orion Advisor Tech
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Brian McLaughlin.
Brian McLaughlin is President, Orion Advisor Tech. Prior to Orion’s...
WEALTHTECH INSIDER: Five Key Takeaways For the Future of Financial Advice
The wealth management and financial advice industries will continue to grow, according to Chip Roame, founder and managing partner at Tiburon Strategic Advisors, but in the decades to come it might look very different.
AlphaTrAI Expands Leadership Team With Addition of Anjun Zhou and José Pierre
AlphaTrAI, a technology company that applies artificial intelligence to deliver business solutions and products to the financial industry, recently announced the appointment of Anjun...
The Taylor Market Report (3/28/23)
Markets are experiencing the calm (and complacency) before the storm. Get ready.
The academics won't kill bitcoin. It's driving them crazy, but it's the ultimate "too big to fail."
Publisher Notes For 3/29/23
Friends, we have a new zoomcast series launching in April - "Fintech & Philosphy"! Watch for it here & on LinkedIn! In the meantime, SO MUCH NEWS and new thought leadership for you this week! READ UP!
Top 5 VC Deals of the Week in Fintech (3/29/23)
Go get the money…
You've proven you can survive and manage your cash, all of you startups who've bootstrapped with no VC;...