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AI ILLUMINATIONS: To Solve Big Technology Problems, Try Looking At The Whole Picture
Re-making a wealth management firm with end-to-end automation and technology takes a major investment of time and effort, but in the end holds the promise to deliver an ideal user experience for all.
INTELLIGENCE FOR GROWTH: The Best Times to Post on Social Media
Social media and what it takes to succeed can seem like a black box. Each platform has its own algorithm that it continually updates based on how users interact with content and their own internal goals.
Atria’s Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary
Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...
Advisor Group’s Peter Clemson Intensifies Focus on Digitization of Service Experience
The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.
The Week in Digital Wealth (3/8/22)
Russia & Ukraine updates, Visa & MasterCard cut ties with Russia, Switzerland adds sanctions and freezes Russia-owned digital assets, Yearn founder and lead Fantom developers have officially left the crypto space, and 60 new DeFi projects are headed for Cardano (ADA). Rarify aims to add value to the NFT sector, while Thetanut aims to level the playing field in crypto-related options markets. Finally, Binance bets big with its new payment venture aimed at accelerating the adoption of crypto worldwide.
Bryce Catalyst Leads Growth Funding Round for Award-Winning, Female Founded Tech Company Vital4
Co-Founded in 2016, by Kristin Stafford and Amy Barbieri, Vital4 offers AI-driven data screening, monitoring and due diligence...
Perigon Wealth Management Announces Addition of New Team Members
The San Francisco-based firm recently announced several new additions highlighted by three appointments to its leadership team: Beth...
Publisher Notes For 3/1/22
How can it be that it's March already? This past week has been a wild one with major market gyrations as the Russia/Ukraine scenario unfolds. Meanwhile, fintech never sleeps and there's much more news to report in the sector beyond that crisis. You'll find it all here. Read Up! | Cindy Taylor, Publisher
d1g1t Inks Deal with Canada’s Largest Clearing and Custody Player
d1g1t, a Toronto-based fintech platform that has been expanding rapidly across both the United States and Canada, this week announced an agreement with National Bank Independent Network (NBIN).
Advisor Tech Talk (3/1/22)
This week, there were several impactful news items in the digital assets space—none qualify as the most groundbreaking news of the year, but all speak to the growing acceptance of cryptocurrencies and blockchain technology as central to the future of finance and fintech.