Friends, we have a new zoomcast series launching in April - "Fintech & Philosphy"! Watch for it here & on LinkedIn! In the meantime, SO MUCH NEWS and new thought leader…
Friends, some REALLY compelling content to catch up on in BOTH our edit and thought leadership this week. Meanwhile, click thru to read my op-ed this week, reviewing th…
Friends, the 800-pound gorilla in the room is, of course, the banking sector blow up that occurred this past week. And while it can be debated, who (or what) is ultimat…
Friends, Daylight Savings Time comes to us this weekend. As we "spring ahead", so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all r…
Friends, it's MARCH already, can you believe?! This week we discuss volcanoes & bitcoin, RIA M&A and productivity suites plus smart contracts, and SO MUCH MORE! And som…
Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Ba…
Friends, Happy Valentine's Week, and what a week we're in! With 3 "mysterious" aircraft shot out of the sky and the Super Bowl BEHIND us, what could be AHEAD of us? On…
Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money jo…
Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very r…
Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector. This week we've got some great new podcasts for yo…
Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector…
Friends, we're excited to launch two new features this week - a new podcast series, Standard Deviations, and a new content series, Martech Minutes. We think you'll love…
And, just like that, the holidays are a wrap! Friends, jumping into 2023 with a crisp newsletter, full of the industry news you need NOW to get the year underway! READ U…
Happy New Year! Friends, while 2022 has been a wild ride, it's still been a great year & we're ever optimistic that the NEW YEAR will be an even greater one! Wishing yo…
Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is…
Friends, this week we explore the REAL value of gold, bitcoin and the USD, and also delve into the value of crypto education. We also review OCIOs and dig into the late…
Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more in…
Friends, Thanksgiving is in the rear view mirror and now we're headfirst into the holiday season. Even so, the news in the digital wealth sector keeps flowing, with more…
Friends, we had our Thanksgiving early this year and we're already "turkey'd" up! We want to wish all of you a beautiful holiday with family & friends and express our g…
Friends, what a week of swirling energies we all just lived thru with the US elections & the FTX debacle. Now we move on to a new week with a look at the fallout from t…
Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news. There's also g…
Friends, this week in digital wealth brings us news of a new Ethereum directive at Google, a look at the future of decentralized media, an exploration of the importance…
Friends, are we there yet? Probably nothing. Look before you leap! Our content has many important colloquialisms this week warning you to pay attention to important sig…
Friends, we're back at it with more original content for the week, including a deep dive into the future of Web3, an op-ed on who is regulating the regulators, and a dee…