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Decentralized Diaries for the Week of 9/17/24
Despite fraudulent activities, everything continued to buzz with expanded institutional adoption. That said, the lack of regulatory clarity kept showing up with incoming legislation...
Advisor Tech Talk (Week of 9/3/24)
In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...
Advisor Tech Talk (Week of 8/28/24)
Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...
FINTECH VIEWS: Securing Cyberspace: How Advisory Firms Can Combat Vulnerabilities
As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...
Decentralized Diaries for the Week of 8/20/24
Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest.
The...
FINTECH VIEWS: How Highly Successful Advisors Drive Organic Growth
By: Penny Phillips, President, Partner, Journey Strategic Wealth
How many times have we heard that advisors aren’t growing?
Year in and year out we hear the...
AI ILLUMINATIONS: For Advisors, Moving Firms is Like Moving Fine China
In our recent DWN interview, Michael Partnow, Group President, Wealth Management at JIFFY.ai, shed light on advisor transfers, and transforming the moving experience from “darkness” to “transparent.”
Advisor Tech Talk (Week of 8/14/24)
Summer is winding down, but the wealthtech news feels like it’s winding up.
2024 may go down as the year without a...
FINTECH VIEWS: Alignment of Tech, Platforms and People
This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...
The Week in Digital Wealth (7/23/24)
The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly).
Headlines to take note of:
Bloomberg continued its automation...