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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...
REAL CLEAR CRYPTO: Could Trump Inadvertently Weaken the Dollar? (and help Bitcoin)
Reduced demand for U.S. dollar denominated assets, such as Treasury obligations, could potentially lead to a decline in the U.S. dollar, which could immediately impact the price of assets that are dollar denominated.
MARTECH MINUTES: How Best-of-Breed MarTech Improves Revenue
When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage marketing technology (MarTech).
As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...
With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.
White Glove Launches Turnkey Estate Planning Solution
With an estimated $68 trillion in wealth moving from Baby Boomers to younger generations in coming decades, the demand for estate planning services is...
Publisher Notes For 2/28/23
Friends, it's MARCH already, can you believe?! This week we discuss volcanoes & bitcoin, RIA M&A and productivity suites plus smart contracts, and SO MUCH MORE! And something new today - I am the guest in the Rethink.Financial Advice Podcast, so make sure to check that out, too! READ UP!
AI ILLUMINATIONS: Countdown 3,2,1 – Take Off!
Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.
Volcanoes, Bitcoin and Innovation. Remember El Salvador?
Time sure flies by fast. Remember way back to November 2021? Bitcoin was in the lofty $60K clouds. Only a few months earlier (Sept....
REAL CLEAR CRYPTO: Crypto Basics – What are Smart Contracts?
Smart contracts use bitcoin’s blockchain technology to create immutable chains of transactions that cannot be reversed or disputed. This allows parties to trust each other without third-party intermediaries.
RIA M&A and Growth Rooted in Digital Transformation: Ramos
Consolidation in the RIA market continues to prove an intriguing hot topic, no matter the prevailing wisdom regarding potentially negative effects of economic policy...