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Advisor Tech Talk (Week of 3/18/24)
Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
COMPLY C-Suite Appointments Support Continued Integration
COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...
Publisher Notes For 9/7/22
Friends, TECHNICALLY, Labor Day marks the unofficial end of summer, but I just can't let this season of sun go until the autumnal equinox arrives. In that spirit, let's jump into the latest - greatest - digital wealth industry news and new thought leadership content we have queued up for you this post Labor Day (and still SUMMER) week. READ UP!
Advisor Tech Talk (9/7/22)
By Christopher Robbins
People who talk a lot about the good old days forget how easy they have it today.
Remember the days...
What’s Up with WhatsApp?
Email and other traditional forms of digital communication take a back seat to new messaging apps, with increasingly well-known platforms like WhatsApp leading the pack.
DWN Op-Ed: PE RegTech – From SEC Rules to Crypto, Urgency of Digital Solutions...
While the “Rule of Three” isn’t enshrined in any regulatory code or compliance protocol, it is a fitting construct for discussions of regtech in the private equity space today. Without question, the private equity space comes with a highly dynamic regulatory and legal environment, and this drives the kinds of technology solutions needed to address a constantly changing ecosystem.
Publisher Notes For 4/27/22
With markets, politics, and social media in an ABSOLUTE UPROAR and bombarding us constantly, doesn't it help to know that Digital Wealth News is here to simply - and calmly - provide you with cutting edge thought leadership, industry news and trends, period? We've got more of that here this week for you! READ UP!
Advisor Tech Talk (4/26/22)
It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...
Advisor Tech Talk: 12/14/21
BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.