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In One Word: Trust

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IMPACT “Do you have a minute?” asked your manager.  You must have...

The Week in Digital Wealth (5/3/22)

By Gregory Bilecki TWIDW 5/3/22: Fed News & Market Impacts - watch out for market...

Advisor Tech Talk (4/19/22)

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My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...

Where Should You Start Your Intelligent Automation Journey?

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As a highly customer-oriented industry, banking, financial services, and insurance (BFSI) has always been a prime candidate for digital transformation. COVID-19 catalyzed the adoption of digital technologies in this otherwise conservative sector, says Deloitte in their 2021 banking and capital markets outlook.

DWN Op-Ed: No Excuses for Lack of Preparation on the SEC’s New Cybersecurity Rules

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By Sid Yenamandra There's no question that cybersecurity is fast-moving space in general, and that...

In One Word: Impact

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Jim Henson, Dr. Martin Luther King, Steve Jobs, Rosa Parks, Amelia Earhart, Walt Disney, Jackie Robinson – all luminaries, all visionaries, all dreamers… 

The Week in Digital Wealth (3/21/22)

By Gregory Bilecki TWIDW 3/21/22: Russia & Ukraine updates, a pivotal point in time for...

Fintech Corner: The Evolution of Building an Ideal Tech Stack and Why Firms Get...

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Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?

Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption

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RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.

The Week in Digital Wealth (2/22/22)

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TWIDW 2/22/22: Russia & Ukraine updates, the SEC takes a tougher stance on crypto with the CFTC, and…why aren’t you spending your Bitcoin? Intel makes headway into the crypto mining space, CBDC action in Wyoming, Securitize speeds up the convergence of the stock market and blockchain with a recent acquisition,