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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!
STANDARD DEVIATIONS PODCAST: Eben Burr – Peace and Growth: The Case for Risk Management
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by by Even Burr, President of Toews.
Eben Burr is the President of...
Decentralized Diaries For The Week of 2/28/23
By Christopher Hamman
What a week!
SEC chair Gary Gensler finally toed the line, classifying the Altcoins as securities, with crypto lawyers coming after...
Top 5 VC Deals of the Week in Fintech (2/28/23)
Move over Meta and Musk; a much more interesting player is in town- AI.
“In 2023, a wide range of open-source AI...
Advisor Tech Talk (Week of 2/28/23)
What a busy week in advisor technology news, with a lot of important headlines to share.
Perhaps no story was more important...
The Week in Digital Wealth (2/28/23)
By Christopher Hamman
With key inflation numbers rising, many people wonder if the US economy will rebound as...
WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business
Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
Publisher Notes For 2/21/23
Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP!