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Advisor Tech Talk (Week of 10/30/24)
With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...
Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...
AI & Finance™ | News for the Week Ending 9/13/24
Even as a wave of institutions and businesses are embracing artificial intelligence, speedbumps remain to the technology’s proliferation. In this week’s AI & Finance...
The Week in Digital Wealth (5/13/24)
Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...
Advisor Tech Talk (Week of 9/18/23)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...
The Week in Digital Wealth (7/10/23)
A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions.
AI...
The Week in Digital Wealth (10/5/21)
An explosion is happening in fintech. The BNPL craze appears to be here to stay. RIAs can no longer ignore client demand for crypto, a crypto trading hamster is outperforming everybody and central bankers are forging ahead with CBDCs.
Willow and Blockchange Partner on Digital Asset SMA
ADCM, DBA Willow, a registered investment advisor focused on socially and environmentally responsible wealth management is partnering with Blockchange Inc, the digital asset management platform for professional wealth managers, to launch a Separately Managed Account (SMA) option for digital assets