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Decentralized Diaries for the Week of 12/11/23

How far is too far for the cryptospace? Binance may have more issues in the months to come with unsealed filings, noting stricter monitoring by...

AI ILLUMINATIONS: When Finalizing your Budget, is the Client’s Voice Represented?

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If the focus of the budget is right, everything else falls into place, especially for wealth management firms that need projected cost personalization at every level of operations.

REAL CLEAR CRYPTO: The Upcoming Bitcoin Catalysts are Impossible to Ignore

There are some large impending catalysts in the Bitcoin arena, notably the Bitcoin halving in April 2024 and the anticipated approval of a Bitcoin spot Exchange-Traded Fund (ETF) by the end of January 2024.

The Week in Digital Wealth (12/4/23)

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Happy new month! Just how deep does the AI rabbit hole go? Nobody knows. Every solution and product is most likely automated or has integrations. That said, Bloomberg...

Decentralized Diaries for the Week of 12/4/23

"The harder they rise, the harder they fall". At least, that's how the saying goes. The crypto space won't be the same without Changpeng Zhao. That said,...

Advisor Tech Talk (Week of 12/4/23)

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We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

COMPLY, ZenLedger Launch Digital Asset Trade Monitoring

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The New York-based compliance software, consulting and education resource company COMPLY recently announced the launch of a digital asset trade monitoring program. Working with...

BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite

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Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients. The change has emanated from regulatory changes driving advisors' fiduciary duties.

AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

The Week in Digital Wealth (11/27/23)

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Business continued in full swing despite the holiday buzz. Regnology and Moodys unveiled a partnership, while eToro revealed a new portfolio focused on natural disaster...