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BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.
The Week in Digital Wealth (3/14/23)
By Christopher Hamman
Is the US economy in a recession?
This is the silent question on everyone's lips as...
Top 5 VC Deals of the Week in Fintech (3/14/23)
Top 5 VC Deals of the Week in Digital Wealth (3/13/2023)
Crackdown. Last week's seizing of Silicon Valley Bank (SVB) likely...
Advisor Tech Talk (Week of 3/14/23)
The world’s eyes might be on the banking industry, with the sudden failure of Silicon Valley Bank, but there were other...
The Taylor Market Report (3/7/23)
Inflation is going higher. Interest rates are going higher. I've sat through this movie before (1970's and 1980-81), and it does not end well.
Publisher Notes For 3/8/23
Friends, Daylight Savings Time comes to us this weekend. As we "spring ahead", so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all right here. READ UP! | Cindy Taylor, Publisher
Top 5 VC Deals of the Week in Fintech (3/7/23)
No code, low code tooling is HOT! Business strategy and developers are poised for greater productivity with deals across categories as...
Advisor Tech Talk (Week of 3/7/23)
While it wasn’t the busiest week in advisor tech news, there were a few announcements with major repercussions for the financial...
The Week in Digital Wealth (3/7/23)
By Christopher Hamman
As Spring approaches, the US economy faces several uncertainties, with Treasury Yields falling lower than...
WEALTHTECH INSIDER: How to Grow a $1 Billion RIA with Tech
Technology has evolved in tandem with the RIA space, Ten years ago, technology was acquired by firms in an a la carte manner, with the firms looking for specific solutions to specific problems.