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Advisor Tech Talk (12/20/22)
By Chris Robbins
This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape.
Morningstar is...
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that DAFs can hold funds indefinitely.
Investors Need To Be BEAR AWARE
After 40 years, interest rates are now rising to both quash inflation AND get rates back to "normal," whatever that rate is. Let's call this a "Black Bear market."
Advisor Tech Talk (12/13/22)
By Chris Robbins
There were a number of important advisor technology announcements this week ahead of the end-of-year holidays.
Carefull announced that it...
Top 5 VC Deals of the Week in Digital Wealth (12/13/22)
As we march along toward the holidays and the end of 2022 - all I can say is, WOW, hat a...
The Week in Digital Wealth (11/29/22)
By Chris Robbins
This week in digital wealth there were continued aftershocks from the sudden collapse of crypto...
Advisor Tech Talk (11/29/22)
By Chris Robbins
For the week before the Thanksgiving holiday, there was a lot going on in advisor technology.
Notably, Fidelity Institutional added...
Decentralized Diaries For The Week of 11/22/22
By Christopher Hamman
Last week, the cryptocurrency space continued its slide into the depths.
Bad news from the FTX situation continued to emerge. The...
Advisor Tech Talk (11/1/22)
By Cindy Taylor
Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...
Decentralized Diaries For The Week of 10/25/22
By Christopher Hamman
Last week, cryptocurrency prices held steady. Bitcoin prices remained at previous levels.
Cryptocurrency adoption rates continued to rise as institutions continued...