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The Week in Digital Wealth (10/18/22)
By Christopher Hamman
The digital wealth sector has, once again, had a very busy week on all fronts.
In...
Early Q4 Leadership and Board Moves Underscore Tech Influence on Wealth Sector
The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...
Rethink. Financial Advice Podcast: Rethinking 65 Retirement Realities Featuring Keena Pettijohn & Dorothy Hinchcliff
How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as...
Rethink. Financial Advice Podcast: Relatability as a Growth Strategy featuring JR Gondeck
“It’s hard for two dudes to do that.” In a male dominated industry & profession, JR shares how he led his team at The...
Rethink. Financial Advice Podcast: Work-Life Balance for Financial Advisors? Featuring Dr. Travis Parry
Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because that’s...
Will A Central Bank Digital Currency (CBDC) Doom Bitcoin?
Its all the rage. Central bank digital currencies.
The Bahamas have one (the Sand Dollar of the Bahamas was the first CBDC of the world)....
Technology’s Growing Role in FA Succession Planning
For years, industry pundits have been sounding the alarm: The number of financial advisors at or near retirement age is outpacing the number of...
The Week in Digital Wealth (10/11/22)
By Christopher Robbins
This was a very busy week in digital wealth. In the banking world, BankiFi took...
Publisher Notes For 10/11/22
Friends, we're off to Sin City this week for the W3BX Web3/NFT conference, and we are excited to get educated on the next emerging trends in finance. In the meantime, we have another action-packed newsletter and are also launching The Decentralized Diaries column this week, too. READ UP!
Advisor Tech Talk (10/11/22)
By Christopher Robbins
Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as...