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Advisor Tech Talk (Week of 7/25/23)
This week in advisor tech news we have a trio of major partnerships leading the way.
The first is that financial wellness...
The Week in Digital Wealth (7/25/23)
Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations.
The Fed launched "FedNow", its real-time payments network, leaving many...
Top 5 VC Deals of the Week in Fintech (7/25/23)
Deals are closing, and money is flowing...
There is so much in the press; deals are up, layoffs, deals are down, and...
Miracle Mile Advisors Continues to Expand its Leadership Team, Tapping Former RBC Executive, Nate...
For the second time in a month, national RIA Miracle Mile Advisors has announced an addition to its leadership team, naming Nate Angelo as...
PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution
LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...
Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management
Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...
The Taylor Market Report (7/18/23)
Markets do crazy things. Bitcoin $68k. Japan's stock market went straight up (literally) to almost 40k in 1989. The dotcom bubble. The S&P is in steroid bubble land. Be careful.
Numbers Deceit. Market Manipulation. Now ‘Proof’.
What if the CPI numbers are misleading? Skewered lower to make great headlines? Or move financial markets higher? Well, that seems to be the case. Let's take airfares.
Untangling Meta Threads for Financial Services
By Robert Cruz | VP, Regulatory and Information Governance at Smarsh
By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter,...
Publisher Notes For 7/18/23
Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!