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Advisor Tech Talk (1/10/23)
Friends, you may have noticed our newsletter and website had several new items going up this week, as we go through...
The Week in Digital Wealth (1/10/23)
By Christopher Hamman
The year got off to a great start, with earnings announcements from financial service providers...
Top 5 VC Deals of the Week in Digital Wealth (1/10/23)
By Teresa Leno
As you can imagine, VC deals slowed a bit during the holidays. But, with the New Year's optimism, new...
The Week in Digital Wealth (1/3/23)
By Christopher Hamman
With so many firms announcing earnings guidance, and end-of-year results, the digital wealth space has...
The Week in Digital Wealth (12/27/22)
By Chris Robbins
It was a slow holiday week in the wealth tech sector, but a busy week...
OpEd: How Time, Technology & Teamwork Can Help Advisors Avoid Common Mistakes During Transitions
By Michael Nessim and Val Peters Rayevskiy
Financial advisors will always consider changing firms to better their situations – even during the worst market conditions....
The Week in Digital Wealth (12/20/22)
By Chris Robbins
‘Tis the season for tech news!
This week in digital wealth, we have a number of...
The Week in Digital Wealth (12/13/22)
By Chris Robbins
As the weather turns cold, the news in digital wealth continues to heat up.
In banking...
Advisor Tech Talk (12/6/22)
By Chris Robbins
Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX.
Compliance tech Smarsh...
The Week in Digital Wealth (12/6/22)
By Chris Robbins
Thanksgiving didn’t slow the always busy activity in digital wealth this week. In crypto, one...