Home Search
limit - search results
If you're not happy with the results, please do another search
The Week in Digital Wealth (3/21/22)
By Gregory Bilecki
TWIDW 3/21/22: Russia & Ukraine updates, a pivotal point in time for...
Crime, Adoption, and the Resurgence of Tezos
Recently, it seems we are regularly hearing about another cryptocurrency-related scam, another major corporation developing non-fungible token (NFT) collectables, and another sovereign nation adopting digital currencies.
The Taylor Report (2/22/22)
CANADA'S SEIZING OF PROTESTORS BANK, BITCOIN AND EVEN CROWDFUNDING ACCOUNTS IS JUST PLAIN SCARY. SAME THING HERE IN U.S COMING? DOUBLE SCARY.
Fintech Luminaries – Meet Aaron Schumm of Vestwell
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth ecosystems. For our latest feature, we'd like you to meet Aaron Schumm of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.
The Week in Digital Wealth (2/15/22)
This week we cover much-awaited CPI index data, Russia/Ukraine tensions and effects on crypto markets, EU turmoil and more crypto bans, with blockchain providing new uses cases for tracking down criminals. More growing pains for Binance, what increased volatility means for fintech M&A in 2022. Silicon Valley execs are leaving for Web3, Crypto is headed to Uber, and a shakeout looming for smaller, for-profit mining groups.
Cybersecurity in Advice Firms: 4 Ways to Improve Your Human Firewall
Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.
MARKET DISRUPTION: The Advent of TradeTech
The Universal Stock Ticker Tape machine invented by telegraph pioneer Thomas Edison was used on the NYSE and The Philadelphia Stock Exchange beginning in 1870 until Nasdaq “creatively destroyed” the ticker tape after a century in use to form the first ‘electronic’ exchange in 1970.
Advisor Tech Talk: 2/8/22
Advisortech firms are announcing more technology enhancements, and new ESG initiatives are being announced for for historically underrepresented financial advisors.
RegTech in 2022 – Resources will Dictate how Firms Deal with the Continuing Deluge...
Telecommuting will be one of the lasting legacies of the pandemic. Whether that means workers go fully remote or come in a couple of days a week, no one knows for sure. But it's safe to say that the era of everyone gathering in an office Monday through Friday is mostly over.
Why Advisors Need More Than a CRM
Everyone who works at your firm has different needs, routines and workflows. If your CRM only allows for a single view common to all of your stakeholders, it’s a sign you’re in need of an improvement.