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Advisor Tech Talk (11/1/22)

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By Cindy Taylor Friends, next week our lead "Advisor Tech Talk" writer will be back to provide you with all the latest...

Publisher Notes For 10/18/22

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Friends, we're back at it with more original content for the week, including a deep dive into the future of Web3, an op-ed on who is regulating the regulators, and a deep dive into "fintok" (yes, that's spelled correctly) and why it matters.  READ UP!

REAL CLEAR CRYPTO: Web3 Takes Control of the Internet

In the same way that Bitcoin takes power away from banks and governments and returns control to its users, Web3 takes back control of our personal information from big tech companies.

WEALTHTECH INSIDER: Welcome to #FinTok – The Viral Space That’s Bridging the Gap with...

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Finktok, also referred to as Financial TikTok or StockTok, is a subcommunity of TikTok users who provide advice, education, and discussions on personal finance in short clips.

FINTECH CORNER: From Vision to Reality – Why PractifiU Academy Works For Advisors

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A vision for an educational platform & resource for clients began last year, “PractifiU” started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehensive learning experience.

Technology’s Growing Role in FA Succession Planning

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For years, industry pundits have been sounding the alarm:  The number of financial advisors at or near retirement age is outpacing the number of...

FINTECH CORNER: How To Thrive Amid The Tumult Of 2022

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Most advisory firm revenues are tied to a fee collected on AUM and with inflation driving up costs, much of the wealth management industry is going to encounter some form of margin pressure.

Is Sam Bankman-Fried the Tom Brady of Crypto?

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It’s no secret that this year has not been kind to the crypto/digital asset sector. Selected carnage comes to mind. Several big names in...

Top 5 VC Deals of the Week in Digital Wealth (10/4/22)

Here we go with a fresh look at the past week's largest venture capital deals in fintech...

AI ILLUMINATIONS: It’s Time To Automate Your Wealth Management Firm – But Where Do...

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Financial advisors and their staff want to focus on three areas within their businesses for automation: servicing existing clients, prospecting and growing the firm through hiring, recruiting and acquisition.