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The Week in Digital Wealth (5/30/23)

By Christopher Hamman We hope you enjoyed a Happy Memorial Day! With treasury yields falling, many think this is...

Advisor Tech Talk (Week of 5/30/23)

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It was another big week in advisor tech news. Of course, the biggest news of the week (already covered in our last...

Publisher Notes For 5/24/23

Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more!  READ UP!!

MARTECH MINUTES: Tips For Selecting Best-of-Breed MarTech

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As face-to-face meetings and prospecting decreased, having a digital presence became a life-and-death situation for most firms, prompting MarTech buying decisions.

Blockchain Education for Everyone (BEE) is Born – A Program Overview

A first-ever-of-its-kind twelve-session blockchain educational course is currently being created for high school & community college students under the leadership of respected educators Professor...

Top 5 VC Deals of the Week in Fintech (5/23/23)

Are you thinking about an IPO? The second half of 2023 may not be the best time for tech companies seeking...

The Week in Digital Wealth (5/23/23)

By Christopher Hamman With the markets slightly rattled and as everyone keenly watches how the politicians in D.C....

Advisor Tech Talk (Week of 5/23/23)

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Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...

Growing RIA Launches Choero Partner Alliance

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Choreo announced last week that it has launched the Choreo Partner Alliance, a program intended to provide CPA clients with access to wealth management...

Publisher Notes For 5/17/23

Friends, what comprises a "win"?  If you're in the NBA, it's pretty straightforward.  If you're the Fed or the Treasury Department, well, not so much.  Check out "Inflation vs. Basketball: A Different Definition of Progress" to learn what "WINNING" looks like in sports vs finance. READ UP!