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The Week in Digital Wealth (1/15/24)
The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere.
Bloomberg has launched a new data tool
Circle started its...
Tech-Savvy Atria Wealth Solutions Snags $420 Million Paragon Financial Group from Osaic
The New York-based Atria Wealth Solutions announced that Paragon Financial Group (Paragon) will join Atria subsidiary Cadaret Grant.
Frank Brown, founder of the $420 million...
Decentralized Diaries for the Week of 1/15/24
The cryptospace finally has its day in the sun with the SEC approving all 11 applications (well, mostly).
That said, hackers are getting bolder...
Advisor Tech Talk (Week of 1/15/24)
We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...
STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries (Pt 4)
This week on Standard Deviations, Dr. Crosby is joined by Stacy Havener of Billion Dollar Backstory, for the second part in an ongoing miniseries...
Top 5 VC Deals of the Week in Fintech (1/15/24)
How far will it go?
The state of VC is shifting; borders are open for new investors in tech. But how long...
DWN Publisher Notes For 1/8/23
Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!
FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.
BREAKING NEWS: Bitcoin ETFs Receive SEC Approval
On January 10, 2024, in a long-awaited move that has sent shockwaves through the financial landscape, the U.S. Securities and Exchange Commission (SEC) has...
The Taylor Market Report (1/9/24)
Stay vigilant as you view government numbers-a 25% revision down on employment is not a statistical anomaly. Statistics 101 will teach you 25% is really far off (maybe government bureaucrats cut those classes).