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The Week in Digital Wealth (7/23/24)
The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly).
Headlines to take note of:
Bloomberg continued its automation...
The Week in Digital Wealth (7/16/24)
Collaborations continued to play a key factor in the industry, with new use cases taking center stage. Regulators played their role, this time from...
FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...
The Week in Digital Wealth (7/9/24)
Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...
The Week in Digital Wealth (7/2/24)
Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day.
Headlines to take note of:
Hidden Road...
The Week in Digital Wealth (6/25/24)
An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...
The Week in Digital Wealth (6/18/24)
The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly).
Headlines to take note of:
The...
The Week in Digital Wealth (6/11/24)
Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...
The Week in Digital Wealth (6/4/24)
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...
FINTECH VIEWS: Digital Marketing Best Practices for Financial Advisors
Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...