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STANDARD DEVIATIONS PODCAST: Dr. Daniel Crosby Discusses Seven Rules for Life and Money
This week on the Standard Deviations Podcast, Dr. Daniel Crosby delves into the landscape for financial planning, why money is an emotional hair trigger...
Decentralized Diaries for the Week of 9/12/23
Is a storm coming for cryptospace?
That is possible.
With mass departures from Binance, increased centralization, and shadow moves by market makers.
That said, Apple bought rights...
The Week in Digital Wealth (9/12/23)
The industry seems set for the fall, which may spring a few surprises!
With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product.
State...
Top 5 VC Deals of the Week in Fintech (9/12/23)
The bigger they are (the harder they fall)...
Many VC-backed startups have closed down or seen valuations fall in the past few...
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...
WEALTHTECH INSIDER: How Advisors are Influencing Clients to Take Their Financial Advice
The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.
The Taylor Market Report (9/5/23)
Bad news is good news, right? NO, NO NO. That was pre-summer. Welcome to the post-summer season. A hurricane is brewing for the financial markets.
Publisher Notes For 9/6/23
Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!
Capintel Launches Holistic Digital Wealth Platform
CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...
BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack
When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.