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Clarity for Crypto? Finally?

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For real? A definitive decision on regulating cryptoassets? It sure looks like it. Just last Thursday, in a big surprise, Securities and Exchange Commission...

Practifi Delivers Data-Driven Advanced Analytics For Wealth Management Industry

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CHICAGO, September 13, 2022 – Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualization...

REAL CLEAR CRYPTO: Crypto-Curious? A Guide to Digital Asset Exposure

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Massive institutions and working-class professionals alike are demonstrating unprecedented demand for digital assets. For many, the question is how, not if, to invest in Bitcoin and other cryptocurrencies.

The Week in Digital Wealth (9/13/22)

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By Christopher Robbins What a week it was in digital wealth! In Wealthtech and Investments, Shaping Wealth is offering...

Top 5 VC Deals of the Week in Digital Wealth (9/13/22)

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Anybody remember THE BLUES BROTHERS out there?  One of my favorite movies EVER (I love the blues,...

Advisor Tech Talk (9/13/22)

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By Christopher Robbins The Queen is dead. Long live the King. Anglophiles get a lot of grief in the U.S., and for good...

Can Automation and AI-Enabled Technology Revolutionize Financial Advisor Recruiting?

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Earlier this year, Docupace, a cloud-based digital operations provider for the wealth management industry, announced the completion of the 500,000-client account transition through its...

Publisher Notes For 9/7/22

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Friends, TECHNICALLY, Labor Day marks the unofficial end of summer, but I just can't let this season of sun go until the autumnal equinox arrives.  In that spirit, let's jump into the latest - greatest - digital wealth industry news and new thought leadership content we have queued up for you this post Labor Day (and still SUMMER) week. READ UP!

What if……………?

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Seriously. What if some deep suppressed thoughts actually happened? Are they the BLACK SWAN events that pop out of the blue? Are they really Grey Swan...

The Week in Digital Wealth (9/7/22)

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By Christopher Robbins Believe it or not, this holiday week in digital wealth was a busy one. On the...