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REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk
Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency.
Decentralized Diaries for the Week of 10/23/23
SBF's dreams were big.
So former friends and associates say and testify.
Former employees of Ethereum's largest firm sued ConsesnSys CEO Joseph Lubin and Tether's new...
Advisor Tech Talk (Week of 10/24/23)
Another week of fintech headlines is upon us, and as usual, there’s a lot to say.
First, however, we should give thought...
Top 5 VC Deals of the Week in Fintech (10/23/23)
The Game of Monopoly...
Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...
Fintech Corner: Using Technology To Unify A Firm
Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.
DWN Publisher Notes For 10/17/23
Friends, what news is news? We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!
Which News is News?
This is getting hard.
Which news is the news that matters?
Is news of just a week or so ago, and news of a week or...
The Week in Digital Wealth (10/17/23)
The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core.
Enfusion launched its management offering.
Citi successfully integrated with...
STANDARD DEVIATIONS PODCAST: Matt Reiner – Becoming the Advisor of the Future
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Reiner.
Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™...
BACK OFFICE HEROES: Risk Tolerance – What is Actually Being Measured?
Most wealth management firms measure and use risk tolerance as part of their process using Docupace’s PreciseFP platform, or another industry competitor—but what are they actually measuring?