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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.

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.

Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology

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! 

Just when a great idea begins to unfold, plans are laid out with a solid timeline and a...

With the holidays and then COVID hitting our household, we've taken a brief respite from publishing our weekly...

Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.

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.

Robert Grant, CEO of Crown Sterling, Grant describes data as the most valuable asset in the world, but today it’s an asset that renders little or no value to most of its creators.

The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors.