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FINTECH CORNER: Compliance Audits – It Helps To Know What’s Coming: Part 2
For national and regional enterprise firms operating across different jurisdictions, the ongoing cost of staff, systems, processes and leadership necessary for maintaining compliance can become very expensive.
Publisher Notes For 11/30/22
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!
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
FTX and Crypto. Is Regulation Really The Answer?
Back to work. Kinda sort of, anyway. Thanksgiving is over and the holiday week is in the rear view mirror. It is tough to...
The Week in Digital Wealth (11/29/22)
By Chris Robbins
This week in digital wealth there were continued aftershocks from the sudden collapse of crypto...
Advisor Tech Talk (11/29/22)
By Chris Robbins
For the week before the Thanksgiving holiday, there was a lot going on in advisor technology.
Notably, Fidelity Institutional added...
REAL CLEAR CRYPTO: Answering Tough Crypto Questions From Clients
It’s been a rocky year for crypto. If one were to look back at the most recent peak of bitcoin prices, it could be thought to coincide with a kind of peak for crypto in general in November 2021.
The Taylor Report (11/22/22)
With the FTX drama playing out, talk about inflation, interest rates and a recession is being pushed aside. Don't get sucked into thinking those issues have passed. They have NOT.
Publisher Notes For 11/23/22
Friends, we had our Thanksgiving early this year and we're already "turkey'd" up! We want to wish all of you a beautiful holiday with family & friends and express our gratitude for our wonderful community here at Digital Wealth News! In the meantime...READ UP!
WEALTHTECH INSIDER: Orion Launches Redtail Campaigns, Industry’s First CRM-Centric Marketing Suite
Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.