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Decentralized Diaries For The Week of 2/7/23

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By Christopher Hamman Crypto winter is thawing out, or so it seems.  Shocking revelations showed that 86% of Tether Holdings was controlled by only...

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...

Mike Zebrowski Joins Docupace as Chief Operating Officer

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Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...

The Taylor Report (1/31/23)

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It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT!  I know I've mentioned this before but, RECESSIONS ARE NOT BULLISH!

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. 

AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 2

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As an advisor, you understand what your clients’ expectations are. But does your technology provide the ability to meet and, more importantly, exceed those expectations?

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...