Decentralized Diaries for the Week of 12/11/23

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How far is too far for the cryptospace? Binance may have more issues in the months to come with unsealed filings, noting stricter monitoring by...

The Week in Digital Wealth (10/23/23)

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Innovation continued to rule despite higher temperatures. That said, it seems the grass is greener on the other side for many Americans. Another credit card is...

The Role of Technology for Recruitment & Retention in Wealth Management

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By: The Wealth Mosaic Our survey of C-suite/C-level executives across the various segments of the wealth management industry in the US pinpointed the importance of...

MMM……..Mish Mash & More

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You have arrived at your destination. So where is that exactly? In this case it's the end of the third quarter. Only a few...

Decentralized Diaries for the Week of 9/18/23

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SBF says he has "issues". Well, everybody does, that's life. That said, many Americans don't want a CBDC. Bitcoin miners showed Paxos some love with the return...

The Week in Digital Wealth (8/21/23)

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Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

Decentralized Diaries for the Week of 8/21/23

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Crypto prices seemed to set off in one direction: south. That didn't dampen the enthusiasm of the diehard "cryptonians". The ride is a part of the...

Tech Focused Wealth Management Firm Atria Acquires Grove Point from Kestra

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Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to its...

Technology’s Growing Role in FA Succession Planning

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For years, industry pundits have been sounding the alarm:  The number of financial advisors at or near retirement age is outpacing the number of...

Recent Market Disruption Escalates Interest in AI-Driven Asset Management

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With the ongoing surge of self-directed online trading expected to further fuel market volatility, wealth management firms and technology entrepreneurs alike are seeking asset management solutions that can supersede or sidestep human emotions and bias to create better outcomes.