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The Election, Football & Markets

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The 2024 primaries are over. No, not the election primaries but rather the NFL football road to the Super Bowl. Gad, the similarities are...

The Week in Digital Wealth (1/29/24)

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The industry calmed down as the post-holiday activities resumed in earnest. NASDAQ launched an interesting IPO data tool; CME and DTCC revealed a cross-margin...

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

Decentralized Diaries for the Week of 1/23/24

Are crypto prices heading for another gray period in the middle of winter? That may not be the case, but let's wait and see. Solana...

Advisor Tech Talk (Week of 1/23/24)

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There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

REAL CLEAR CRYPTO: Building a Balanced $10,000 Cryptocurrency Portfolio in 2024

For those diving into cryptocurrency investing, a diversified approach is often recommended. One effective strategy is to construct a balanced portfolio with your allocated funds.

MARTECH MINUTES: How to Build a Case for an Enterprise Marketing Communications Solution

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Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.

The Week in Digital Wealth (1/15/24)

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The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle started its...

Decentralized Diaries for the Week of 1/15/24

The cryptospace finally has its day in the sun with the SEC approving all 11 applications (well, mostly). That said, hackers are getting bolder...

WEALTHTECH INSIDER: Transition Advisors – Navigating The Broker Protocol

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More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise.