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BACK OFFICE HEROES: Why Firms Should Prioritize Compliance
A damaged reputation leads clients to withdraw funds and scares away investors, according to Michael Pinsker, which can lead even a highly successful firm to spiral towards an ignoble end
The Taylor Market Report (8/29/23)
So what's coming after this summer is over? I fully expect there will be a sharp stock market selloff (yup, sticking to it). When you realize you should get short.....it's too late.
Publisher Notes For 8/29/23
Friends, ever wonder about the secret sauce that drives chamionship teams? Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week. Enjoy the unofficial end of summer and READ UP!!
MARTECH MINUTES: From Expectations to Delivering Value
The public's expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years.
Fool Me Once……..Fool Me Twice?
You know the quote .... "Fool me once shame on you, fool me twice shame on me".
Yup, still holds true. BUT, what if you...
STANDARD DEVIATIONS PODCAST: Dr. LaKeitha Poole – Sports Psychology for Everyday
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. LaKeitha Poole.
This week on Standard Deviations with Dr. Daniel Crosby, Dr....
Advisor Tech Talk (Week of 8/28/23)
Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.
To get us...
The Week in Digital Wealth (8/28/23)
The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed.
Tradeweb was...
Decentralized Diaries for the Week of 8/28/23
Is the cryptospace a dark place with no scruples?
A former SEC chairman seems to think so.
That said, an analyst at J.P. Morgan thinks the...
Top 5 VC Deals of the Week in Fintech (8/28/23)
In the meantime...
Remember those long road trips as a kid when you felt trapped inside the family car for hours? 2023...