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Publisher Notes For 1/25/22
Greetings Fintech Friends! This week we launch a new monthly roundtable series, learn about metaverse commerce in our weekly DWealth Muse podcast and see a massive decline in venture dollars in digital wealth in our Top 5 VC deals series plus more! Read up!
WEALTHTECH INSIDER: How Big RIAs Are Using Technology To Scale Smart
Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on value-additive client-facing activities.
EPISODE 46: The Colossal Economic Impact of Metaverse Commerce
DWealth Muse, with host Dara Albright, is a weekly podcast series on Digital Wealth News that bridges the...
DWN Round Table: Tech Enabled Recruitment Trends Two Years into the Pandemic
Digital Wealth News asked four executives from a diverse group of wealth management firms to discuss how the pandemic impacted recruitment and how they it to evolve as we face down year three of pandemic impacted advisor outreach.
RegTech in 2022 – Resources will Dictate how Firms Deal with the Continuing Deluge...
Telecommuting will be one of the lasting legacies of the pandemic. Whether that means workers go fully remote or come in a couple of days a week, no one knows for sure. But it's safe to say that the era of everyone gathering in an office Monday through Friday is mostly over.
Crypto, Climate, & Confusion: Clearing the Air on Blockchain and the Environment
Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.
Why Advisors Need More Than a CRM
Everyone who works at your firm has different needs, routines and workflows. If your CRM only allows for a single view common to all of your stakeholders, it’s a sign you’re in need of an improvement.
The Taylor Report (1/18/22)
IT APPEARS THAT BITCOIN AND ETH ARE NOT CURRENTLY ON ANYONE'S "TO DO LIST." THAT IS NOT ALL BAD. WHEN NOBODY IS LOOKING, THAT'S TIME TO TAKE NOTICE.
Publisher Notes For 1/19/22
Greetings Fintech Friends! This week we look at a promising trend in nationalized bitcoin adoption foiled by a VOLCANO, hear about venture investing in the world of blockchain and review the top venture deals in the sector this week with another $1 billion dollar investment round! Read up!
AI ILLUMINATIONS: Rethinking Wealth Management’s Relationship With Technology Providers
For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.