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CoastalOne Names Chief Product Officer
Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...
REAL CLEAR CRYPTO: Solana, USDC, and Modern E-Commerce
The landscape of the digital economy is constantly changing. The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are gone.
AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!
As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.
STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Stacy Havener.c
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby...
The Week in Digital Wealth (9/4/23)
Happy New Month and Labor Day!
Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data.
That...
Decentralized Diaries for the Week of 9/4/23
Is the Department of Justice heading for a showdown with Binance?
That could be a possibility with a sealed filing from the SEC.
That said, the...
Top 5 VC Deals of the Week in Fintech (9/4/23)
Not so fast...
Amid unicorns, 'hot' startups, and dreams of IPOs, tech startups previously experienced growth and sector-wide expansion, a period that...
Advisor Tech Talk (Week of 09/04/23)
For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...
WEALTHTECH INSIDER: Most Advisors Have A Swivel Chair Problem
Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.
INTELLIGENCE FOR GROWTH: The Financial Advisor’s Guide to Becoming a Podcaster
Today, over one-third of Americans listen to podcasts regularly, so it makes sense that a growing number of financial advisors are exploring ways to integrate this tool into their marketing arsenal.