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Advisor Tech Talk (Week of 11/21/23)
In this week’s advisor tech talk, wealth tech executives are on the move.
Competent leaders often play musical chairs with different C-Suite...
INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients
Advisors today have plenty of options for generating leads—but how do they find the ones that will be the best prospects and, in turn, their best clients?
BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?
Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.
The Week in Digital Wealth (11/14/23)
Industry innovations continued to take center stage as earnings season set in.
DTCC launched its data product.
Broadridge launched twin analytics products.
J.P. Morgan's "JPM Coin" has...
Decentralized Diaries for the Week of 11/14/23
Happy Veterans Day (in arrears).
BlackRock was at it again with an Ethereum ETF application.
Justin Sun has his hands full. Polionex got hacked and lost...
AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA
The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.
REAL CLEAR CRYPTO: From Bitcoin to Altcoins – Diversifying Your Family Office Crypto Portfolio
Family offices that invest in cryptocurrencies must understand the importance of diversification to mitigate risks and maximize returns, but before diving in, it's crucial to understand the crypto market.
Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
WEALTHTECH INSIDER: How Technology Can Help Advisors Service HNW Clients
Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.
$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners
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...