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The Week in Digital Wealth (7/27/22)
By Christopher Robbins
This week in digital wealth, we have several fundraising announcements, partnerships...
WEALTHTECH INSIDER: Advisors Shouldn’t Be Afraid To Talk Taxes
Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.
Advisor Tech Talk (6/14/22)
By Christopher Robbins
As an older Millennial, I love my technology.
REAL CLEAR CRYPTO: Crypto’s Rising Influence Shines at TradFi’s Davos Conclave
This year, as crypto markets reeled from a months-long fit of volatility & the collapse of the Terra stablecoin, Davos served as an exhibit of the growth, maturity, and prominence of the blockchain ecosystem.
Advisor Tech Talk (6/7/22)
By Christopher Robbins
As a news writer, it frustrates me to no end that...
Top 5 VC Deals of the Week in Digital Wealth (6/7/22)
Friends, we're back this week with a highly unusual top 5 list for the column. We...
WEALTHTECH INSIDER: Help Clients Improve Outcomes with Goals-based Investing, Part 1
Behavioral finance is at the heart of financial advice & wealth management, according to Orion Advisor Solutions, which has embedded an asset bucketing functionality - Protect Live Dream - into its software.
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 2
Financial markets are awash with risk right now, said Rick Bookstaber, founder of Fabric RQ, but one risk category that investors likely won’t have to worry about long-term is geopolitical.
Advisor Tech Talk (5/18/22)
By Christopher Robbins
I’m still an optimist
To borrow a bit from...
“This Time its Different,” Right? Yes and No.
Those famous words, "This Time it's Different," always seems to pop up at financial markets tops and when...