Publisher Notes

Publisher Notes For 11/30/22

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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 VC fundings, additional fallout from the FTX collapse and more, plus new thought leadership on technology trends worth reviewing, all right here at Digital Wealth News. READ UP!
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Wealthtech Insider

WEALTHTECH INSIDER: How to Know It’s Time to Find a New Tech Provider

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It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment portfolios, not out of a love of using software.

Fintech Corner

FINTECH CORNER: Compliance Audits – It Helps To Know What’s Coming: Part 2

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For national and regional enterprise firms operating across different jurisdictions, the ongoing cost of staff, systems, processes and leadership necessary for maintaining compliance can become very expensive.

REAL CLEAR CRYPTO

REAL CLEAR CRYPTO: Answering Tough Crypto Questions From Clients

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It’s been a rocky year for crypto. If one were to look back at the most recent peak of bitcoin prices, it could be thought to coincide with a kind of peak for crypto in general in November 2021.

Jiffy.ai illumations

JIFFY.ai Illuminations: When Finalizing your Budget, is the Client’s Voice Represented?

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If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.

Intelligence For Growth

INTELLIGENCE FOR GROWTH: How Microplans Can Help Financial Advisors Convert More Effectively

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Meeting new client demands can be a real challenge for financial advisors – particularly when many are already struggling to keep pace with evolving digital technologies, meet client communication needs, and build trust.

THE TAYLOR REPORT

The Taylor Report (11/29/22)

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EAR SANTA, I HAVE BEEN GOOD (AND BULLISH) ALL YEAR.  WILL YOU BRING ME A NEW BULL MARKET?  CAN YOU MAKE INFLATION GO AWAY?  WILL YOU MAKE THE FED STOP RAISING INTEREST RATES?  CAN YOU MAKE GOLD BE VIABLE AGAIN?

RECENT NEWS

Wealthtech Executive Moves

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The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces. Smarsh, the digital communications content-focused regtech enterprise, continues to expand...

The Taylor Report (11/29/22)

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EAR SANTA, I HAVE BEEN GOOD (AND BULLISH) ALL YEAR.  WILL YOU BRING ME A NEW BULL MARKET?  CAN YOU MAKE INFLATION GO AWAY?  WILL YOU MAKE THE FED STOP RAISING INTEREST RATES?  CAN YOU MAKE GOLD BE VIABLE AGAIN?

FINTECH CORNER: Compliance Audits – It Helps To Know What’s Coming: Part 2

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For national and regional enterprise firms operating across different jurisdictions, the ongoing cost of staff, systems, processes and leadership necessary for maintaining compliance can become very expensive.
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