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The Latest In Financial #AdvisorTech (October 2023)

Nerd's Eye View

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

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Sunday links: a keen awareness

Abnormal Returns

thebasispoint.com) Health and biotech startups also have big exposure to SVB. theconversation.com) Firearms are the number one cause of death for U.S. nytimes.com) Offices were built to facilitate communication. (riabiz.com) Venture capital Silicon Valley Bank played a key role in the venture ecosystem. drorpoleg.com)

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The Latest In Financial #AdvisorTech (November 2022)

Nerd's Eye View

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

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Saturday links: impromptu fun

Abnormal Returns

which operates Pilot and Flying J travel centers, is buying a stake in autonomous truck startup Kodiak Robotics Inc. papers.ssrn.com) Putting some numbers on the effect of employer vaccine mandates. theconversation.com) Communicating about viral transmission is no easy feat. curbed.com) Transport Pilot Co.,

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Top IT Stocks With High FII Holdings To Add To Your Watchlist

Trade Brains

This led to the formation of huge giants and the birth of many innovative startups. Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. These policies opened India to a host of other opportunities. of revenue respectively.

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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. A tech employee at a startup has stock options. The $1M limit will be adjusted annually (essentially by inflation). Excluding any improvements they made to the home, realtor fees, etc.,

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Psychology, Purpose, People: How Female Founders Are Building New Ventures

Brown Advisory

According to PitchBook, female-founded startups raised $10.5 billion in venture funding in 2017—a healthy number but still just a small fraction of the $85 billion raised overall. Failure is a very possible outcome for a startup; but she reframed what failure meant to her.

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