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Publisher Notes For 12/21/22
Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.
Advisor Tech Talk (12/20/22)
By Chris Robbins
This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape.
Morningstar is...
REAL CLEAR CRYPTO: Where does Crypto Go from Here?
2022 has been an eventful year for cryptocurrency, to say the least. The cryptocurrency industry experienced major trauma. A lot of this pain was self-inflicted and there are people to blame.
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that DAFs can hold funds indefinitely.
Gold? Bitcoin? Dollar? What’s the “Real” Value?
What is a "real" valuation of something? Although there is a lot of discussion currently being bantered about on what the value of bitcoin...
The Week in Digital Wealth (12/20/22)
By Chris Robbins
‘Tis the season for tech news!
This week in digital wealth, we have a number of...
Investors Need To Be BEAR AWARE
After 40 years, interest rates are now rising to both quash inflation AND get rates back to "normal," whatever that rate is. Let's call this a "Black Bear market."
Decentralized Diaries For The Week of 12/19/22
By Christopher Hamman
Last week, FTX founder SBF was arrested by the authorities in the Bahamas.
"FUD" continued to spread throughout the cryptospace, with...
Technology for Retention & Recruitment | US Wealth Management Research
The Wealth Mosaic (TWM) invites you to participate in a new research survey focused on the role and value of technology in the recruitment...
WealthTech Leader Sid Yenamandra Forms Surge Ventures to Launch and Grow Startups at Intersection...
Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...