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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.
Press Release 3

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