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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)
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
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)
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
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!