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Advisor Tech Talk (6/14/22)

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By Christopher Robbins As an older Millennial, I love my technology.

Smarsh Taps Kim Crawford Goodman as New CEO

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Smarsh has a new CEO, with the digital archiving and capture firm announcing Thursday that it appointed Kim Crawford Goodman to the role. She replaces Brian Cramer, who will transition to the company's board of directors.

Publisher Notes For 6/7/22

Greetings from Digital Wealth News™ ! Friends, this week we delve further into inflation and contemplate the need for automation in wealth management. In my book, these two seemingly disparate topics are inextricably connected, and as we watch markets further unravel, you should be well-versed in both and ahead of the curve. READ UP! | Cindy Taylor, Publisher

The Week in Digital Wealth (6/7/22)

Fortunately, technology never goes on vacation—it’s always moving, and though this week was absent some of the gaudy headlines of massive fundraising hauls and mergers and acquisitions we saw earlier in the year, a lot has happened, especially in the worlds of wealthtech, payments and digital assets.

WEALTHTECH INSIDER: Help Clients Improve Outcomes with Goals-based Investing, Part 1

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Behavioral finance is at the heart of financial advice & wealth management, according to Orion Advisor Solutions, which has embedded an asset bucketing functionality - Protect Live Dream - into its software.

The Week in Digital Wealth (5/10/22)

By Gregory Bilecki TWIDW 5/9/22: Fed News & Market Impacts, SEC adds staff responsible for...
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ComplySci Publishes 2022 CCO Playbook

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ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...

Advisor Tech Talk (4/26/22)

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It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...

REAL CLEAR CRYPTO: It Wasn’t The Returns – How Crypto Pulled This Advisor...

Ten years ago, Jonathan Cagle was a financial advisor investing client portfolios in traditional assets. Then he encountered digital assets and today, acts as a portfolio manager & research analyst for Sarson Funds.

DWN Op-Ed: No Excuses for Lack of Preparation on the SEC’s New Cybersecurity Rules

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By Sid Yenamandra There's no question that cybersecurity is fast-moving space in general, and that...