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The Week in Digital Wealth (4/8/24)

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Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

The Week in Digital Wealth (2/12/24)

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The industry has settled down (a bit), with the AI conversation taking center stage. By the way, you should check out our new AI...

The Week in Digital Wealth (1/23/24)

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It's tax season! Have you done your numbers? That said, Hidden Road is going deeper into the transaction space Cops think the metaverse works for...

The Week in Digital Wealth (1/15/24)

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The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle started its...

Advisor Tech Talk (Week of 12/19/23)

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Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

The Week in Digital Wealth (12/11/23)

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The industry continued to evolve, with innovative products as jingle bells continued to ring, elevating the holiday mood. Bloomberg and two other partners announced discontinuance...

The Week in Digital Wealth (11/14/23)

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Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

The Week in Digital Wealth (9/4/23)

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Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

The Week in Digital Wealth (8/14/23)

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Things didn't simmer down in the industry as summer temperatures continued rising. Our thoughts and prayers are with the victims of the Maui fires. Impact investors...

The Week in Digital Wealth (6/6/23)

By Christopher Hamman Happy new month! As we all heave a sigh of relief with the end of the...