Thought Leaders

While management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to solve problems for each stakeholder.

For FAs, a significant reason clients may be unhappy with their advisors is a need for more communication. Communication is no longer just emails and phone calls; it's social media, blog posts, and newsletters too!

For years, firms have emphasized their front-office business in lieu of their back-office operations. Not just in wealth management, but across industries.

Here's a theory. Is the SEC attempting to scare investors and make it extremely difficult to buy bitcoin with the intent to drive them into an ETF? Pretty sure Blackrock contributes to political campaigns. Hmmm!

Friends, the Summer Solstice has arrived and a new season of sun is upon is.  Meanwhile, it's been a VERY busy news week in the world of digital wealth and finance...READ UP! 

Regulated industries such as wealth, banking, and insurance have moved away from ‘word-of-mouth’ advertising, and now have several online channels that can provide this same validation of recommendations.

For anyone involved in the cryptocurrency space, terms like 'layer one', 'layer two', 'layer three', and even 'layer zero' have become commonplace. But what do these terms actually mean?

Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.

With the debt ceiling lifted the treasury will be offering $1t in new debt. Maybe that's why the fed will hold off on raising rates? So what to do?  Before I head back to the pooll, maybe buy a bit more BTC and ETH.

Friends, change is in the air.  While crypto markets experience a chilling effect from recent SEC regulatory actions against Coinbase & Binance, industry pushback has been loud and strong and you'll see some of that here today, too....READ UP!