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DWealth Muse Podcast Series: Episode 23 – How Businesses are Maximizing Profits with...

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
Press Release 5

Practifi Launches New Compliance Role-Based App To Platform, Enabling Firms To Proactively Mitigate Risk

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CHICAGO, July 29, 2021 /PRNewswire/ -- Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new compliance-focused solution to its existing suite of innovative role-based apps. The revolutionary apps surface data, dashboards and reports most pertinent to the different roles within an organization helping teams save time, minimize risk and streamline processes.

Overheard at FSI OneVoice: Top Four Tech Take-Aways for Wealth Management

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At this week’s OneVoice event, held in Orlando Florida, discussions that were both part of the formal agenda and informally among attendees contained a truly elevated sense of purpose and urgency on a wide range of topics – Including technology.

Publisher Notes For 7/28/21

Greetings from Digital Wealth News™ ! This week we revisit the value of consistency in digital marketing, check up on Amazon's latest crypto antics and chat with Paul Camuto of fintech Broadridge Financial Solutions, plus more!  Another PHENOM edition! Read up!

WEALTHTECH INSIDER: In Digital Marketing To Prospects, Consistency Counts

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In one recent survey, almost 84% of investors said they believe receiving personalized content is important when making their decision about who to invest with, and 42% now start the search for a financial advisor online.

Did You See the Writing on the Wall? Or the Recruitment Ad?

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Amazon, the fourth largest company in the world, is hiring a digital currency and blockchain expert. And why? Amazon is looking to accept Bitcoin payments most likely by the end of the year. Now this is HUGE news (unless you are short Bitcoin) and the ramifications are enormous.

Advisor Tech Talk (7/28/21)

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The retirement industry is in the spotlight including a blockbuster deal in recordkeeping and administration, while RIAs are combining and investment advisory firms are expanding.

Top 5 VC Deals of the Week in Digital Wealth (7/27/21)

This week, we're back again with a fresh new round of top 5 VC deals in the digital wealth sector, and in the famous (non-sensical) words of Yogi Berra, "it's like deja vu all over again". ONE MORE WEEK with every deal at $100M USD+ and we even had to trim one - Employment Hero ($100M USD) - because we had 3 deals come in right at $100M and could only use two for our weekly story.

Fintech Luminaries – Meet Paul Camuto of Broadridge Financial Solutions

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For our latest FINTECH LUMINARIES feature, we'd like you to meet Paul Camuto of Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives.

REAL CLEAR CRYTPO: Keep Calm And HODL On – Don’t Worry So Much About...

Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.