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Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief...
George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era.
LOS ANGELES – June 27, 2023 – Docupace,...
Publisher Notes For 6/28/23
Friends, Week 2 of summer is here, and we hope you're hiking the mountains or playing at the beach! Meantime, here we go with more news you can use in the world of fintech and digital assets READ UP! | Cindy Taylor, Publisher
Annual Investment Adviser Industry Snapshot (Snapshot) Highlights Sector’s Growth and Resilience
A recently published study of the fiduciary adviser industry, the 2023 Investment Adviser Industry Snapshot (Snapshot), shows continuing strength in the space, despite – or perhaps...
Digital Wealth News Profile: Akhil Lodha, CEO and Founder of StratiFi
Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...
STANDARD DEVIATIONS PODCAST: Rusty Vanneman & His Philosophy of Investing
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Rusty Vanneman.
Rusty Vanneman serves as the Chief Investment Strategist for Orion...
REAL CLEAR CRYPTO: NFTs & Cryptocurrencies Unleash the Power of Digital Communities
The advent of digital currencies and Non-Fungible Tokens (NFTs) has dramatically reshaped the way we understand the digital economy. At the center of this transformative journey isn't just the technology itself, but also thriving communities.
Crypto Regulation in the U.S? Like Shining Up a DC-3
Why innovate? Can't decide HOW to regulate crypto (digital assets)? Lets just put a square peg in a round hole. Or try anyway. So...
AI ILLUMINATIONS: Automation – The Art of Selling Internally
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.
MARTECH MINUTES: Why Advisors Must Use Content Marketing
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!
Advisor Tech Talk (Week of 6/28/23)
This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...