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WEALTHTECH INSIDER: Redefine the Client Experience with the Client Portal
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions
MARTECH MINUTES: The Rise of Advisor Marketing Departments
With the model of advisor marketing services woven into the culture of the company, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.
The Week in Digital Wealth (3/7/23)
By Christopher Hamman
As Spring approaches, the US economy faces several uncertainties, with Treasury Yields falling lower than...
REAL CLEAR CRYPTO: Could Trump Inadvertently Weaken the Dollar? (and help Bitcoin)
Reduced demand for U.S. dollar denominated assets, such as Treasury obligations, could potentially lead to a decline in the U.S. dollar, which could immediately impact the price of assets that are dollar denominated.
REAL CLEAR CRYPTO: Crypto Basics – What are Smart Contracts?
Smart contracts use bitcoin’s blockchain technology to create immutable chains of transactions that cannot be reversed or disputed. This allows parties to trust each other without third-party intermediaries.
The Week in Digital Wealth (2/28/23)
By Christopher Hamman
With key inflation numbers rising, many people wonder if the US economy will rebound as...
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
The Week in Digital Wealth (2/21/23)
By Christopher Hamman
Happy Presidents' Day!
Gary Gensler and his team of miracle workers at the SEC seemed to...
Decentralized Diaries For The Week of 2/21/23
By Christopher Hamman
Things became pretty interesting in the decentralized space.
Paxos received more than its fair share of knocks from the US regulatory...
Top 5 VC Deals of the Week in Fintech (2/14/23)
Happy Valentine's Day to all you lovers out there. If I could make custom candy hearts with VC messages, they would...