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Advisor Tech Talk (8/5/22)
By Christopher Robbins
I’ve been talking to a lot of wealth management and fintech...
The Week in Digital Wealth (7/27/22)
By Christopher Robbins
This week in digital wealth, we have several fundraising announcements, partnerships...
Advisor Tech Talk (7/19/22)
By Christopher Robbins
I’ve recently come into a bit of a windfall, in a...
Digital Marketing for FAs in the SEC’s New Normal
By Laurie Ehrbar
After much fanfare, the SEC's new marketing rule will go into effect...
FINTECH CORNER: What the Wealth Industry Can Learn From Formula One Racing, Part 1
Adrian Johnstone, who in addition to working with wealth management firms is also a self-professed motorsports fan, has found several connections between Formula One and financial advisors.
Top 5 VC Deals of the Week in Digital Wealth (7/12/22)
Getting an early jump this week on the Top 5 VC deals of the week and at...
The Week in Digital Wealth (7/12/22)
By Christopher Robbins
WealthTech and crypto made for a very busy week in digital...
The Taylor Report (6/28/22)
What to do now? Get out of the way. You know what they say? Don't try to catch a falling knife. Well it's about to start raining knives. Just ask the crypto investors/traders how that feels.
The Week in Digital Wealth (6/28/22)
By Christopher Robbins
As we approach midyear and the U.S.’s July 4th holiday, the...
REAL CLEAR CRYPTO: 1000 Words on Davos
During our recent trip to Davos, we spent the majority of our time at the “Blockchain Hub”, a centrally located NFT art gallery which also hosted presentations by blockchain developers and thought leaders.