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By Christopher Robbins Values-based investing is having an interesting moment in mid-2022.

Hello VC Friends! WELL......this was an interesting week. So much going on politically and within...

What is automation in a modern enterprise environment? In a nutshell, automation can be defined as a collection of technologies (bots, business rules, sensors, programming scripts, etc.) that can complete a task with little to no human intervention.

Wealth management firms are amongst the most process-intensive businesses within the financial services sector. However, many firms struggle to adopt process automation because they lack an understanding of where to begin. 

Blockchain technology promises a high level of security through its distributed ledger system causing it to be one of the most secure data protection technologies we have available to us. At its core, the secure digital ledger system of blockchain is built to be one that cannot be ‘hacked’ or altered once the block is validated.

HNW clients requires a highly targeted approach to service and marketing, since what they value in a financial advisor doesn’t necessarily align with what mass affluent investors value. HNW investors are opportunity seekers who are also extremely confident in their ability to handle money...

Stay aware of what's really going on (recession possibility, rising interest rates, inflation, etc.) and reduce risk as needed. Bear markets do NOT end after only a few months (or just because you want them to).

Happy Summer, Friends!  We cover so many important and diverse topics for financial professionals this week including inflation, market history, data management. the metaverse, managing the volatile crypto sector and "autonomous enterprise" plus more. READ UP!

The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.

By Christopher Robbins This was another busy week in digital wealth—with huge announcements coming...