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Fintech Corner: Why Firms at Scale Need Different Technology to Take Off
“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.
The Taylor Market Report (11/07/23)
The economy is not as strong as people think. That may be a plus for interest rates, but not for equities. There is a recession coming and it will "come out of the blue."
DWN Publisher Notes For 11/7/23
Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded. Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!
What To Do When You Don’t Know What To Do?
This is it? The end of 2023 with two months to go? Are financial markets done for the year? If so, now what? It's...
$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...
Fintech Corner: The Multiple Layers of Personalization in WealthTech
Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.
The Week in Digital Wealth (11/6/23)
Happy new month (in arrears).
Cloud-based products are in fashion, coupled with AI-focused additions and solutions.
TS Imagine extended its compliance solutions with a few additions.
EquiLend...
Rethink. Financial Advice Podcast: Insights From Outsider Turned Industry Insider Eric McDermott
Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s...
STANDARD DEVIATIONS PODCAST: Akhil Patel – The Hidden Order of Markets
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Akhil Patel.
Akhil Patel is the Director of Property Sharemarket Economics,...
Decentralized Diaries for the Week of 11/6/23
The cryptospace continued to hum along with the regular issues happening like clockwork.
SBF is guilty.
That's what the jurors decided.
The DoJ seized 30k Ethereum tokens.
Solana...