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The Week in Digital Wealth (10/22/24)
"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...
Looking Ahead This Year with AI…..Sort Of
Confused? Uncertain? What to expect (or believe) this year as a presidential election looms, financial markets soar and economic "ifs" abound?
It's a handful for...
Advisor Tech Talk (Week of 7/25/23)
This week in advisor tech news we have a trio of major partnerships leading the way.
The first is that financial wellness...
Ever Really Consider “What If?”
Distractions abound. Information. Disinformation. Fake news. Real news. Boundless opinions and predictions. Overwhelmed? Well yeah. Perhaps since it is Spring, with warm sunny days...
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
What if……………?
Seriously. What if some deep suppressed thoughts actually happened?
Are they the BLACK SWAN events that pop out of the blue?
Are they really Grey Swan...
Smarsh Enables Compliant Adoption Of Microsoft Teams As Regulated Organizations Migrate From Legacy Collaboration...
Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, announced today that it is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.
What Does It Mean To Be Financially Prepared In A Post Covid World?
The word COVID comes with an absolute cringe, doesn’t it? When it comes to finances, 2020 has served us with some life-altering situations...
Advisor Group Expands Financial Professionals’ Ability To Create, Customize And Execute Targeted Marketing Campaigns...
Advisor Group, the nation’s largest network of independent wealth management firms, today announced the launch of significant enhancements to MyCMO