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FusionIQ Launches Digital First TAMP

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Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...

The Week in Digital Wealth (11/8/22)

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By Chris Robbins This week in digital wealth there were a number of seemingly small announcements with potentially...

Advisor Tech Talk (11/8/22)

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By Chris Robbins This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...

VIDEO: Learn About Ultra Blue Capital’s Algorithmic Fundamentals ETF (UBCB)

HOSTED by: Ultra Blue Capital's Algorithmic Fundamentals ETF...

REAL CLEAR CRYPTO: Gamification Takes Over Education

Gamification has been applied in education to help students learn faster & retain more information. Students who believe they are playing a game are less likely to become frustrated with tedious or repetitive tasks.

Decentralized Diaries For The Week of 11/8/22

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Editor's Note: Since the FTX/Binance story broke on 11/8/22 (after this weekly column originally published), Bitcoin has become significantly more volatile.  As...

The Taylor Report (11/01/22)

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To be sure, interest rates are beginning to "pinch." Markets seem to think the FED will "flinch" and back off raising rates. That does NOT mean they will come down.

Publisher Notes For 11/2/22

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Friends, this week in digital wealth brings us news of a new Ethereum directive at Google, a look at the future of decentralized media, an exploration of the importance of data to FAs and a deep dive into how Reddit is changing crypto markets….. READ UP!

‘Tis The Season……….For Common Sense

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The holiday season is beginning. 'Tis the season to be jolly? Well, jolly is OK but it's really time for some good old fashioned...

FINTECH CORNER: Adopting the Best Technology to Scale Your Business to the Next Level

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As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.