Advisor Tech Talk (Week of 4/29/24)
Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...
What a Difference a Year Makes. Or Does It?
It's the week of President's Day. By the way, they come every year. Yay!
Which got me to looking back to last year's P-Day and...
The Week in Digital Wealth (3/29/22)
Russia & Ukraine updates, the Administration’s crypto plans with the 2023 budget package, and former prosecutor Katie Haun breaks fintech boundaries. Zilliqa adds life to the Metaverse with a new MaaS solution, Florida accepts Bitcoin as tax payments for business filers this year with Colorado in tow, prePO removes more barriers from Wall Street, Digits will help close your books and save time, and finally, the Bank of England taps the help of MIT to help with its CBDC implementation.
The Week in Digital Wealth (6/8/21)
Fintechs continue to grab the spotlight on a global stage as venture capital chases startups and the pipeline continues to grow for more mature companies to list in the public markets, mostly through SPACs. The pace of deals does not appear to be slowing down as fintech billionaires are minted overseas while Asia and Latin America seek to raise their profile for tech innovation. The Robinhood of Pakistan’s investment app is one of two fintech related rounds just announced. And millennials are fueling a transformation in banks to a more digitized business model. Let’s dive in.
Is 2022 a “Tonga Year”?
So just what is a "Tonga Year?" Well it's the start of a year that just seems to have caught everyone by surprise and disrupted (or, let's be real, blew up) some huge hopes and dreams.
Adviser Domain – “Adviser Anywhere” is Here to Stay. Is Your Tech Vulnerable?
Advisers' practices established during the pandemic will become the best practices post-pandemic. But are advisers prepared for this digital future? Their technology suggests that they are not.
Advisor Tech Talk (6/7/22)
By Christopher Robbins
As a news writer, it frustrates me to no end that...
Remember the “New Normal?” Poof! Its Gone.
A whole decade (plus or minus) of getting used to "the new normal" and then in just a...
Advisor Tech Talk: 9/28/21
Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.
White Glove And Wealthtender Partner To Unlock Power Of Testimonial Marketing For Financial Advisors
After 60+ years of regulatory prohibition, the SEC now permits financial advisors to ask their clients for testimonials that can be published online to...