Home Search
Citi - search results
If you're not happy with the results, please do another search
2023-The Year in Digital Wealth, Part 1
The Year in Digital Wealth (Part 1)
As we round off the year, we wish everyone a Merry Christmas.
This week and next, we shall...
2023 | Advisor Tech Talk-Year in Review, Part 1
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...
The Week in Digital Wealth (12/19/23)
There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...
Advisor Tech Talk (Week of 11/28/23)
It’s all about the apps.
Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...
Decentralized Diaries for the Week of 11/20/23
It looks like the SEC is hedging its bets with crypto ETF delays.
We will have to wait and see what is simmering under the...
AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA
The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.
Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
Top 5 VC Deals of the Week in Fintech (10/31/23)
A, B, C, it's easy as 1-2-3 ...
Innovation has been fast and furious for the Fintech sector, with lots and lots...
DWN Publisher Notes For 10/17/23
Friends, what news is news? We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!
The Week in Digital Wealth (10/17/23)
The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core.
Enfusion launched its management offering.
Citi successfully integrated with...