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Advisor Tech Talk (9/13/22)
By Christopher Robbins
The Queen is dead. Long live the King.
Anglophiles get a lot of grief in the U.S., and for good...
Publisher Notes For 9/7/22
Friends, TECHNICALLY, Labor Day marks the unofficial end of summer, but I just can't let this season of sun go until the autumnal equinox arrives. In that spirit, let's jump into the latest - greatest - digital wealth industry news and new thought leadership content we have queued up for you this post Labor Day (and still SUMMER) week. READ UP!
The Week in Digital Wealth (9/7/22)
By Christopher Robbins
Believe it or not, this holiday week in digital wealth was a busy one.
On the...
The Taylor Report (8/30/22)
Interest rates are going to surprise many at how high they will go. Be ready. And while most investors are seeing rain clouds, i see a category 5 hurricane building. Be hedged, be aware and be careful.
Publisher Notes For 8/31/22
Friends, Labor Day is nearly here - where did the summer go? While we all ponder that question, the digital wealth industry marches forward with more M&A (and technology to support it), new ways to profit from capital markets and a sideways look at Fed Chair J. Powell's performance with a tongue in cheek analogy to a famous ditty from Britney Spears. READ UP!
The Week in Digital Wealth (8/30/22)
By Christopher Robbins
This week in digital wealth we had a lot of wealthtech activity. So much, in...
Publisher Notes For 8/24/22
Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!
The Week in Digital Wealth (8/23/22)
By Christopher Robbins
This week in digital wealth there was a lot of activity on the margins, but...
Top 5 VC Deals of the Week in Digital Wealth (8/23/22)
Last week we took a brief summer break from publishing this column. We're back with several deals...
Publisher Notes For 8/17/22
Friends, even with summer, there is SO MUCH to catch up on in the world of digital wealth! This week we look at two (relatively) new BTC fans, explore "What's Up with WhatsApp" and hear from a law firm helping small investment firms stand up to the SEC. READ UP!