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Advisor Tech Talk (2/9/23)

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As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...

Publisher Notes For 2/1/23

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Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very real benefits of digitizing and automation, a topic near and dear to our hearts. READ UP!

Is the Dollar’s Dominance Eroding?

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If you ignore something long enough don't be surprised when an inevitable "surprise" actually happens. Or rather, don't ignore what's standing right in front...

REAL CLEAR CRYPTO: Bitcoin at $23,000… to Chase or Wait?

So far January has been a great month for crypto assets with most large-cap tokens up a respectable 35%+ for the month. Bitcoin is trading at $23,000 and Ethereum is trading just shy of $1,600. 

Advisor Tech Talk (2/1/23)

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What's the state of the wealthtech industry thus far in 2023? I got off a call earlier today with two of the...

Top 5 VC Deals of the Week in Fintech (2/1/23)

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By Teresa Leno Social media 'tech chat' has been dominated by ChatGPT, a chatbot that tallied up to 1M users in under...

The Week in Digital Wealth (2/1/23)

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By Christopher Hamman The digital wealth industry has remained largely unaffected by the recent spate of tech layoffs.  The...

Publisher Notes For 1/24/23

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Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector.  This week we've got some great new podcasts for you plus a really fun piece from DWN CEO Bill Taylor on the similarities in markets & baseball, quoting the inimitable Yankees great Yogi Berra! READ UP!

REAL CLEAR CRYPTO: What Does Bullish Mean in Crypto?

The things that make a cryptocurrency market, whether Ethereum (ETH) or Bitcoin (BTC), trend upwards (bullish) or trend downward (bearish) are the same things that give value to the crypto in question.

Advisor Tech Talk (1/24/23)

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Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...