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The Week in Digital Wealth (11/14/23)

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Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

Advisor Tech Talk (Week of 11/14/23)

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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...

The Week in Digital Wealth (11/6/23)

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Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions with a few additions. EquiLend...

Decentralized Diaries for the Week of 11/6/23

The cryptospace continued to hum along with the regular issues happening like clockwork. SBF is guilty. That's what the jurors decided. The DoJ seized 30k Ethereum tokens. Solana...

REAL CLEAR CRYPTO: Biden’s Executive Order-A Step Towards Ethical & Secure AI Development

In an important step, President Biden has signed a comprehensive Executive Order to oversee and regulate the implementation and growth of Artificial Intelligence (AI) across the United States.
NEWS BRIEF 3 Industry

Docupace Adds Acclaimed Sales Leaders to High-Performing Unit

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LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...

REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk

Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency. 

Advisor Tech Talk (Week of 10/24/23)

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Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...
NEWS BRIEF 4

Award-Winning Robotics Researcher Dr. Henrik Christensen Appointed to Board of Directors at AlphaTrAI

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AlphaTrAI, a technology-driven asset management firm that delivers results through transformative artificial intelligence, recently announced that Dr. Henrik Christensen has joined its Board of Directors....

FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Michael Pinsker of Docupace

Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite executives! * *...