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REAL CLEAR CRYPTO: Non-Profits and Blockchain-How Charities Can Benefit

The nonprofit industry is evolving. Blockchain technology, philanthropic tokens, NFTs, and the blockchain community can provide benefits to help the nonprofits keep up.

REAL CLEAR CRYPTO: What is Tokenization and Why Does It Matter In Real Estate?

Real estate tokenization continues to grow. according to a Moore Global report in August 2021. Tokenization can simplify the very complex nature of real estate investing through blockchain technology. 

FINTECH CORNER: What the Wealth Industry Can Learn From Formula One Racing, Part 1

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Adrian Johnstone, who in addition to working with wealth management firms is also a self-professed motorsports fan, has found several connections between Formula One and financial advisors.

The Week in Digital Wealth (7/12/22)

By Christopher Robbins WealthTech and crypto made for a very busy week in digital...

DWN Round Table: Tech Drives Growth, Influences Decision Process for Advisor Recruitment

The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their post-pandemic footing, technology has played a more significant role in this process over the past year, according to the experts we spoke with for the latest Digital Wealth News roundtable.

4 Benefits of Workflow Automation

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With workflow automation, standard processes can be designed and managed within a single platform. Processes like the one mentioned above can be kicked off automatically, assigning tasks to the appropriate team members and triggering a number of other steps.

AI ILLUMINATIONS: The Value of An Automation Center of Excellence

Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.

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.

The Week in Digital Wealth (5/31/22)

By Christopher Robbins In this week’s Advisor Tech Talk column, we discussed how the...

INTELLIGENCE FOR GROWTH: Stepping Up Your Communication and Service to LGBTQ+ Clients

As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.