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Advisor Tech Talk (11/1/22)
By Cindy Taylor
Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...
REAL CLEAR CRYPTO: Reddit Users Find Their Way to Crypto
Wall Street’s first encounter with the Reddit community led to some very interesting action in the market. GameStop (GME) and movie giant AMC were the first two companies that this community forever changed.
The Week in Digital Wealth (11/1/22)
By Christopher Hamman
There has been a lot of goings-on in the digital wealth space over the past...
EPISODE 73: Web3 and the Empowerment of the Ownership Economy
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional...
The Taylor Report (10/25/22)
The 4th quarter is off to a good start and Halloween is only a few days away. Looks like the bear market in Bitcoin, ETH, Equities and Gold(?) have decided to go out trick-or-treating as a bull.
Publisher Notes For 10/25/22
Friends, are we there yet? Probably nothing. Look before you leap! Our content has many important colloquialisms this week warning you to pay attention to important signals in inflation, crypto trends, business automation and more. READ UP!
FINTECH CORNER: The Importance of Personalization in WealthTech
Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.
Are We There Yet?
Classic. A long trip is planned. Everyone is high on the anticipated destination, even while knowing it will take time to reach. And sure...
Advisor Tech Talk (10/25/22)
By Cindy Taylor
Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...
FusionIQ Brings Aboard Wealth and Banking Leader John Kimbro as CTO
The Woburn, Massachusetts-based FusionIQ, a digital investment platform that gives financial advisors the ability to “deliver a personalized, end-to-end investment experience,” appointed John Kimbro...