Home Search
afs - search results
If you're not happy with the results, please do another search
The Week in Digital Wealth (10/29/24)
Product launches moved the needles with a light regulatory touch keeping things in check. That said, governments let the private sector take the driver's...
Top 5 VC Deals of the Week in Fintech (10/29/24)
Elections and Deals
According to research by Crunchbase, venture funding appears to follow a similar pattern to the Presidential Election Cycle Theory....
The Week in Digital Wealth (5/6/24)
Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...
The Week in Digital Wealth (3/18/24)
The interconnectedness of technologies in the industry is not a new occurrence.
Things heated up this time! One cannot (really) tell where one technology starts...
Advisor Tech Talk (Week of 2/13/24)
Wealth technology is continuing to evolve, and we’re here to help you decipher it.
Of course it was another busy week in...
INTELLIGENCE FOR GROWTH: Help Clients Create a Plan for Giving, Before Holiday Bells Start...
Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.
INTELLIGENCE FOR GROWTH: Advisors Can Use Tech To Offer Clients A Better Way To...
While many advisors offer their clients valuable advice around charitable giving, they may not have had access to the technology or processes to fully integrate giving into holistic financial services.
Advisor Tech Talk (Week of 8/01/23)
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...
The Week in Digital Wealth (6/13/23)
By Christopher Hamman
The Canadian wildfires and its effects show how fast things can change.
Our thoughts and prayers...
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that DAFs can hold funds indefinitely.