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The Next Huge Digital Asset Sector? Tokenizing Real Estate
It may not be big news that the ability to tokenize assets like art, all kinds of collectables...
INTELLIGENCE FOR GROWTH: Marketing Automation Does a Lot More than Close More Clients
Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.
The Week in Digital Wealth (4/5/22)
By Gregory Bilecki
TWIDW 4/4/22: Russia and Ukraine updates, Senator Warren is starting to worry...
WEALTHTECH INSIDER: Are Megatrends a New ‘Free Lunch’ In Investing?
Incorporating thematic ETFs that embrace major “megatrends” can provide an opportunity for enhanced returns, and done correctly, result in little additional market risk.
Advisor Tech Talk (4/5/22)
It’s ten days until the tax deadline and I haven’t even started.
That’s an old...
Where Should You Start Your Intelligent Automation Journey?
As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.
EPISODE 56: How the Geopolitical Implications of Cryptocurrencies Affect Investment Strategy
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
CRM for Financial Advisors: How Specialized Platforms Fuel Successful Firms
on top of client updates, account management tasks and outreach opportunities, and CRM software helps them keep track of it all.
Top 5 VC Deals of the Week in Digital Wealth (4/5/22)
Some new names in our column this week (hooray) with a blend of fintech genres. Remember, we...
The Taylor Report (3/29/22)
IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.