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AI ILLUMINATIONS: Cure Your Pain with a Single Pane
Whether it's investors, advisors, or home offices, today everyone across the entire Wealth Management value chain seeks an elegant, simple solution for their various needs.
Top 5 VC Deals of the Week in Fintech (5/30/23)
This week, financial inclusion and 'un-banking' were prevalent in the startup funding scene, a sign that times are changing for consumers...
Decentralized Diaries For The Week of 5/30/23
By Christopher Hamman
As we all prepare to kick back for summer, things seemed pretty sunny in the cryptospace (for the most part).
Then...
The Week in Digital Wealth (5/30/23)
By Christopher Hamman
We hope you enjoyed a Happy Memorial Day!
With treasury yields falling, many think this is...
Advisor Tech Talk (Week of 5/30/23)
It was another big week in advisor tech news.
Of course, the biggest news of the week (already covered in our last...
Advisor Group Announces Brand Reveal Date
In April, Advisor Group formalized its plans to consolidate its network of firms under one new brand – promising wide-ranging benefits from tech consolidation...
The Taylor Market Report (5/23/23)
First, to be perfectly clear, THIS WEEKLY REPORT IS NOT AI-GENERATED. You don't need any type of intelligence to know that the financial markets are going nowhere. Summer mode is setting in.
Publisher Notes For 5/24/23
Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more! READ UP!!
BACK OFFICE HEROES: Celebrating the 2023 Winners
A back office hero is someone who ensures the behind-the-scenes work is taken care of in a wealth management firm so others can devote more of their focus to helping clients, said Ryan George, CMO at Docupace.
REAL CLEAR CRYPTO: When to use Private vs. Public Blockchains
There are two primary types of blockchains: public and private, each having its unique advantages, and disadvantages relevant to different enterprise and industry needs.