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What Would Aaron Rodgers Do?
Seriously. You are the current quarterback of the Green Bay Packers in theNational Football League, a four-time MVP (most valuable...
d1g1t Inks Deal with Canada’s Largest Clearing and Custody Player
d1g1t, a Toronto-based fintech platform that has been expanding rapidly across both the United States and Canada, this week announced an agreement with National Bank Independent Network (NBIN).
Advisor Tech Talk (3/1/22)
This week, there were several impactful news items in the digital assets space—none qualify as the most groundbreaking news of the year, but all speak to the growing acceptance of cryptocurrencies and blockchain technology as central to the future of finance and fintech.
TheALTinvestor: How WealthTech Makes It Easier to Get Alts into IRAs
Advances in financial products, regulation and technology are allowing investors to more easily open, fund and invest within self-directed retirement accounts.
FREE WEBINAR: Discovering the Latest Innovation in Wealth Management and the Digitization of Value
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Discovering the Latest Innovation in Wealth...
MARKET DISRUPTION: The “Instividual,” Individual and The Institutional
On trading desks of Olde, most institutional traders nicknamed agency-based retail orders as “the red headed step-child.” One may dislike the saying, but nonetheless that’s what retail flow was coined back in the day.
The Taylor Report (2/22/22)
CANADA'S SEIZING OF PROTESTORS BANK, BITCOIN AND EVEN CROWDFUNDING ACCOUNTS IS JUST PLAIN SCARY. SAME THING HERE IN U.S COMING? DOUBLE SCARY.
Publisher Notes For 2/22/22
This week we celebrate our 50th DWealth Muse podcast with Dara Albright and guest Jahon Jamali of Sarson Funds, we take a look at the rise of the "Instividual" in our new markets history series and delve into current geopolitical influences on fintech. Another week of fascinating posts! Read up! | Cindy Taylor, Publisher
INTELLIGENCE FOR GROWTH: How AI Makes Content Marketing Faster, Easier and More Focused
As the pandemic sent more people to remote work and prevented seminars and face-to-face meetings, reaching clients and prospects with relevant content became a powerful tool for business development.
DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms
Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.