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Advisor Tech Talk (6/14/22)

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By Christopher Robbins As an older Millennial, I love my technology.

What’s Up With Stablecoins?

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Haven't heard of (or cared about) a stablecoin until recently? Or maybe the name sounds familiar but never...

The Week in Digital Wealth (6/7/22)

Fortunately, technology never goes on vacation—it’s always moving, and though this week was absent some of the gaudy headlines of massive fundraising hauls and mergers and acquisitions we saw earlier in the year, a lot has happened, especially in the worlds of wealthtech, payments and digital assets.

Advisor Tech Talk (5/31/22)

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By Christopher Robbins There are several different aphorisms attributed to various philosophers that all...

FREE WEBINAR: Tackling Market Volatility and Recession-Preparing Portfolios

HOSTED by: Tackling Market Volatility and Recession-Preparing Portfolios
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Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform

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CHICAGO – May 17, 2022 – Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it...

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.

TheALTinvestor: A Fintech That Eats Its Own Fundraising Cooking

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CalTier, a disruptive fintech investment platform launched a crowd-funded investment raise, harnessing  some of the very regulations it uses to bring investment opportunities to the masses to raise funds itself.

The Week in Digital Wealth (5/10/22)

By Gregory Bilecki TWIDW 5/9/22: Fed News & Market Impacts, SEC adds staff responsible for...
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ComplySci Publishes 2022 CCO Playbook

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ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...