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The Week in Digital Wealth (10/23/23)
Innovation continued to rule despite higher temperatures.
That said, it seems the grass is greener on the other side for many Americans.
Another credit card is...
The Week in Digital Wealth (10/17/23)
The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core.
Enfusion launched its management offering.
Citi successfully integrated with...
Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword
The word “integration” is so commonly uttered by technology providers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology
MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals
In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.
The Week in Digital Wealth (10/9/23)
Happy Columbus Day!
The FinTech industry continued to move along with TS Imagine's new tools.
BBH, the FI giant, added execution services.
The BIS continued the CBDC...
BACK OFFICE HEROES: Meeting Client Expectations in the Age of Evolving Trust
When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.
REAL CLEAR CRYPTO: Private vs. Public Blockchains
Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.
UpContent and Fresh Finance Forge Pioneering Partnership
Minneapolis, MN; September 26, 2023 – UpContent, the premier content curation platform, is delighted to announce an exciting collaboration with Fresh Finance, a leading...
MARTECH MINUTES: 7 Tips for Selecting Finance MarTech
MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions. But how do you select the right marketing technology for your organization?
Rethink. Financial Advice Podcast: Why BlackRock is investing in Human Advice featuring Liz...
Where is the smart money going? What is the world’s largest asset manager investing in? With all the talk of companies investing in AI...