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Top 5 VC Deals of the Week in Digital Wealth (1/10/23)
By Teresa Leno
As you can imagine, VC deals slowed a bit during the holidays. But, with the New Year's optimism, new...
MARTECH MINUTES: How to Get More ‘Social’ on Social Media in 2023
There is no time like the beginning of a New Year to take the plunge into creating a social media presence for your firm. A 2022 study by Smart Asset revealed that marketing is a top priority for FAs in 2023.
Publisher Notes For 1/4/23
And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ UP!
As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value
By Steven Brod
For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...
Top 5 VC Deals of the Week in Digital Wealth (1/3/23)
Friends, with the holidays now behind us, we're back it in 2023 analyzing the top deals in fintech and digital wealth...
Decentralized Diaries For The Week of 1/3/23
By Christopher Hamman
Happy New Year!
Activities continued to brew within the decentralized space as Sam Bankman-Fried enjoyed limited freedom in his parents' basement....
The Week in Digital Wealth (1/3/23)
By Christopher Hamman
With so many firms announcing earnings guidance, and end-of-year results, the digital wealth space has...
Publisher Notes For 12/28/22
Happy New Year! Friends, while 2022 has been a wild ride, it's still been a great year & we're ever optimistic that the NEW YEAR will be an even greater one! Wishing you and yours health, happiness & abundance in 2023! READ UP!
Important Facts Overlooked in the Year’s Bear Market
The verdict is in. 2022 is guilty on all counts of being a bear market.
Interest rates went higher then expected (surprise?), inflation wasn't transitory...
The Week in Digital Wealth (12/27/22)
By Chris Robbins
It was a slow holiday week in the wealth tech sector, but a busy week...