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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)

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Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

AI ILLUMINATIONS: Automation is Supercharging The Account Opening Process

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While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.

The Taylor Market Report (10/17/23)

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S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.

DWN Publisher Notes For 10/17/23

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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!

Decentralized Diaries for the Week of 10/17/23

Israeli authorities allegedly identified stablecoin wallets with ties to terrorist groups. Our thoughts and prayers are with the victims of the current conflict on both...

How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors

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As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.

MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals

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In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.

Advisor Tech Talk (Week of 10/17/23)

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You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

Top 5 VC Deals of the Week in Fintech (10/17/23)

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Time Keeps on Slipping... Amid the uncertainty of world events, the startup community, domestically and abroad, is being impacted. Earlier this year...