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Publisher Notes For 4/11/23

Friends, our new zoomcast series "Fintech & Philosophy" is FINALLY HERE and we're so excited! In the meantime, there's more CAN'T MISS financial technology news & insights in our editorial line up this week. READ UP!

Decentralized Diaries For The Week of 4/10/23

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By Christopher Hamman The crypto space may be humming along, but the US Government may also be planning to end things, according to...

The Week in Digital Wealth (4/10/23)

By Christopher Hamman According to government job numbers, which were better than expected last week, the US economy...

BACK OFFICE HEROES: Making Operational Excellence Your Strongest DIfferentiator

Operational excellence seems like a lofty goal for many firms, but putting it into practice is not only possible — it’s necessary to reach growth opportunities and provide a top-tier client experience.

Top 5 VC Deals of the Week in Fintech (4/10/23)

"What glitters is not always gold." "Size doesn't always matter." The same songs keep playing from a squeaky record player off of broken...

REAL CLEAR CRYPTO: The Metaverse – What Advisors Need To Know

The metaverse has been a hot topic of discussion lately. To better answer questions for their clients, it would be helpful for advisors to understand what the metaverse is and where is this all coming from.

Advisor Tech Talk (Week of 4/10/23)

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It was another holiday week, but still a busy one in the advisor tech world. In this week’s Advisor Tech Talk, we...

Publisher Notes For 4/4/23

Friends, we hope you & yours enjoy a beautiful Easter holiday & if you're celebrating Passover, Happy Pesach!!  In the meantime, it's been a hugely impactful week for America with so many financial implications. READ UP!

REAL CLEAR CRYPTO: Bitcoin & The ESG Angle

It seems that institutions are playing both sides. On one hand, they are buying Bitcoin at unprecedented rates. On the other, they want to continue attracting investors by fulfilling ESG mandates

Tech-Savvy, Income-Focused: Dave Scranton’s Sound Income Strategies’ ETF Continues to Outperform

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Typically, the combination of market turmoil, economic uncertainty and a surging interest rate environment would present big picture challenges for asset managers, especially in...