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The Week in Digital Wealth (7/25/23)
Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations.
The Fed launched "FedNow", its real-time payments network, leaving many...
Decentralized Diaries for the Week of 7/25/23
Gary Gensler thinks the cryptospace is the "Wild West".
Crypto ETF applications moved to the Federal Register.
SBF allegedly exposed his former girlfriend's diaries for all...
Top 5 VC Deals of the Week in Fintech (7/25/23)
Deals are closing, and money is flowing...
There is so much in the press; deals are up, layoffs, deals are down, and...
PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution
LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...
Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management
Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...
Untangling Meta Threads for Financial Services
By Robert Cruz | VP, Regulatory and Information Governance at Smarsh
By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter,...
Publisher Notes For 7/18/23
Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!
StratiFi Appoints Former e-Money Sales Exec to Lead Sales and Biz Dev
San Francisco-based risk management platform company, StratiFi recently announced it has hired Sarah Gribben to serve as Director of Sales and Business Development. Gribben will leverage...
REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped
A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.
Advisor Tech Talk (Week of 7/17/23)
Still no summer doldrums in the advisor tech world.
Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...