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Advisor Tech Talk (12/13/22)

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By Chris Robbins There were a number of important advisor technology announcements this week ahead of the end-of-year holidays. Carefull announced that it...

REAL CLEAR CRYPTO: Sarson Funds Launches American Crypto Academy

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At the risk of stating the obvious, we believe that there currently exists a disconnect between Wall Street’s view of what digital assets & blockchain technology have to offer the financial industry and indeed the world.

The Taylor Report (12/6/22)

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One more "shoe" to drop? Real estate. I know, gotta get that house now, right? Ah, no. Be ready, be smart and be prepared. Bear markets can (and will) get very nasty.

Publisher Notes For 12/7/22

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Friends, this week we learn about "Modern Government Management Theory", introduce a powerful new podcast series covering the advisor space and trends, and offer more industry news coverage of crypto, wealthtech and digital wealth. READ UP!

AI ILLUMINATIONS: Applying the Learning from Reading The Tortoise and the Hare

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There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.

Advisor Tech Talk (12/6/22)

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By Chris Robbins Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh...

REAL CLEAR CRYPTO: Time Is Now For Advisors To Learn Crypto, Blockchain

The wealth management space is late to the blockchain discussion. Crypto enthusiasts have been talking about the technology for over a decade, mostly among themselves, and have developed their own language.

Wealthtech Executive Moves

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The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces. Smarsh, the digital communications content-focused regtech enterprise, continues to expand...

The Taylor Report (11/29/22)

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EAR SANTA, I HAVE BEEN GOOD (AND BULLISH) ALL YEAR.  WILL YOU BRING ME A NEW BULL MARKET?  CAN YOU MAKE INFLATION GO AWAY?  WILL YOU MAKE THE FED STOP RAISING INTEREST RATES?  CAN YOU MAKE GOLD BE VIABLE AGAIN?

Publisher Notes For 11/30/22

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Friends, Thanksgiving is in the rear view mirror and now we're headfirst into the holiday season. Even so, the news in the digital wealth sector keeps flowing, with more VC fundings, additional fallout from the FTX collapse and more, plus new thought leadership on technology trends worth reviewing, all right here at Digital Wealth News. READ UP!