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Advisor Tech Talk (4/5/22)
It’s ten days until the tax deadline and I haven’t even started.
That’s an old...
Publisher Notes For 3/29/22
Friends, heard of the Bored Ape Yacht Club yet? If not, you need to get educated as the firm behind the wildly popular NFT series just nabbed $450M in venture capital. This week we also look at the "new normal" in markets, meet a former FA who's moved to a crypto fund and review the SEC's new cybersecurity rules, plus more. READ UP! | Cindy Taylor, Publisher READ UP! | Cindy Taylor, Publisher
Orion Launches the Orion Network, a New Digital Platform to Help Independent Advisors Make...
OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...
DWN Op-Ed: Biden’s War on Digital Assets: Part One – The Battle for Your...
In case you haven’t noticed, there is a war going on. However, this war is not in the Ukraine. Nor is it against Russians. Rather, these battles are being fought right here on US soil, with regulatory bullets, against decentralized finance and digital assets.
DWN Op-Ed: No Excuses for Lack of Preparation on the SEC’s New Cybersecurity Rules
By Sid Yenamandra
There's no question that cybersecurity is fast-moving space in general, and that...
The Week in Digital Wealth (3/29/22)
Russia & Ukraine updates, the Administration’s crypto plans with the 2023 budget package, and former prosecutor Katie Haun breaks fintech boundaries. Zilliqa adds life to the Metaverse with a new MaaS solution, Florida accepts Bitcoin as tax payments for business filers this year with Colorado in tow, prePO removes more barriers from Wall Street, Digits will help close your books and save time, and finally, the Bank of England taps the help of MIT to help with its CBDC implementation.
INTELLIGENCE FOR GROWTH: Managing the “Many-Headed Hydra” of Risk
Effective financial planning has to be accompanied by consideration and discussion of risk—but risk is so multifaceted it can be difficult to discuss with clients.
Advisor Tech Talk (3/29/22)
I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...
Top 5 VC Deals of the Week in Digital Wealth (3/29/22)
The longer we write this column, the more we do a double-take. Seems that we see familiar...
What, Me Worry?
Markets hate uncertainty, right? NO! What could possibly go wrong??!
While sorting through all...