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Advisor Tech Talk (Week of 2/14/23)
Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced.
In...
The Week in Digital Wealth (2/14/23)
By Christopher Hamman
Things appeared to have cooled down in the markets with incoming inflation numbers.
The US Treasury...
MARTECH MINUTES: Why Wealth Firms Should License Enterprise MarTech For Their Advisor’s Marketing
For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.
BACK OFFICE HEROES: Setting Expectations: What RIAs Need to Know for the Next 5...
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.
The Taylor Market Report (2/7/23)
Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore the Fed.
Publisher Notes For 2/9/23
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!
Top 5 VC Deals of the Week in Fintech (2/7/23)
By Teresa Leno
The generative AI gold rush is on! Last week the world (or at least the U.S.) woke up to...
The Week in Digital Wealth (2/9/23)
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
By Christopher Hamman
Crypto winter is thawing out, or so it seems.
Shocking revelations showed that 86% of Tether Holdings was controlled by only...
Advisor Tech Talk (2/9/23)
As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...