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$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners

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Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...

The Week in Digital Wealth (11/6/23)

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Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions with a few additions. EquiLend...

Decentralized Diaries for the Week of 11/6/23

The cryptospace continued to hum along with the regular issues happening like clockwork. SBF is guilty. That's what the jurors decided. The DoJ seized 30k Ethereum tokens. Solana...

AI ILLUMINATIONS: Automation & Calculating the Value

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In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the return-on-investment (ROI) requires more than a simple equation

The Week in Digital Wealth (10/31/23)

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"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...

Decentralized Diaries for the Week of 10/31/23

It looks like the Fed is still interested in a CBDC, despite objections. JPMorgan Chase's "JPM Coin" is processing over $1 billion daily for several...

Advisor Tech Talk (Week of 10/31/23)

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The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

Fintech Corner: How Wealth Managers Can Stem the Flood of Data

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Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.

The Week in Digital Wealth (10/23/23)

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Innovation continued to rule despite higher temperatures. That said, it seems the grass is greener on the other side for many Americans. Another credit card is...

Decentralized Diaries for the Week of 10/23/23

  SBF's dreams were big. So former friends and associates say and testify. Former employees of Ethereum's largest firm sued ConsesnSys CEO Joseph Lubin and Tether's new...