News | Markets
A State Stablecoin? Yup! Wyoming.
You say stablecoin, Wyoming says "stable token". Wyoming will be the first state in the nation to have its very own stable/coin/token
The Week in Digital Wealth (3/22/23)
In this week's column on digital wealth the world over, we cover news from FedNow, Mercury & ForwardAI, amongst others
Advisor Tech Talk (3/22/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Morgan Stanley, SMartX & Envestnet, to name a few
Decentralized Diaries For The Week of 3/22/23
BTC Prices Hit $28k, Currently @ $27k, Fidelity Digital Assets Became Publicly Available, FBI: Crypto Crime Rose by 183% YoY, plus more
Top 5 VC Deals of the Week in Fintech (3/22/23)
This week, our top 5 VC deals in digital wealth came to us from Stripe, Apexx Global, Tilia, DressX & Wingspan
Podcasts
STANDARD DEVIATIONS PODCAST: Dr. Tom Howard - Behavioral Finance and Asset Management
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard, who oversees Athena's ongoing research
Rethink. Financial Advice Podcast: Are Financial Advisors Gifting Dummies?
Joe Fischer, Adam & Derek discuss: How to think strategically about building a scalable gifting system that's as automated as possible
Thought Leadership
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JIFFY.ai ILLUMINATIONS: "Lights, Camera, Action"
AKA "Access, Transparency, Action"-Every value chain member must have an ideal experience with access, transparency, and actionable data
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MARTECH MINUTES: How Wealth Management Firms Can Grow Harnessing Financial Content
With today's economic challenges, advisors will need to plan how they communicate with current clients & attract new ones to grow AUM
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BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data Gathering
Onboarding new clients is an onerous & time-consuming process for financial advisors, but it's necessary for a successful relationship
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REAL CLEAR CRYPTO: US Crypto Banking Embargo Brewing?
With the FDIC's March 12th seizure of Signature Bank, a coordinated attempt by the FDIC to remove crypto-related firms from banks in the US has begun
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The Taylor Market Report (3/14/23)
The same folks that started the fire (inflation, zero interest rates, lax oversight, etc.) are now having us believe they are the ones to put out the fire?? Really?
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Curated Industry Content
Industry News:
Practice Management:
Fintech Quote of the Week
"Building a compliance-centric culture starts well before the crisis and the work to maintain it must continue throughout and well-beyond the problems of today." - Mitch Avnet of Compliance Risk Concepts
