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Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...
Decentralized Diaries for the Week of 3/11/24
Crypto volatility may be a permanent thing. Then again, we are all holding on for dear life! (HODL)
That said, the week was busy on...
Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond
This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...
BACK OFFICE HEROES: The Value of a Niche for a Successful Advisory Practice
The reason a niche is important is because the wealth management industry has a real problem with standing out from the crowd. Having a nice helps advisors differentiate themselves from their peers.
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 1
2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.
Decentralized Diaries for the Week of 10/9/23
SBF's trial is finally underway.
We should expect drama.
LOTS of it.
The CFTC may take action against Steve Ehlrich, Voyager Digital's co-founder.
He vowed to have his...
The Week in Digital Wealth (10/2/23)
This Fall is unlike any other.
It is unique.
Our thoughts and prayers are with New York residents at this time who have gone through massive...
Advisor Tech Talk (Week of 9/25/23)
Football is last week’s news: Conference season is upon us!
In this week’s advisor technology headlines, we have a bevy of conference...
Decentralized Diaries for the Week of 9/18/23
SBF says he has "issues".
Well, everybody does, that's life.
That said, many Americans don't want a CBDC.
Bitcoin miners showed Paxos some love with the return...
Decentralized Diaries for the Week of 8/28/23
Is the cryptospace a dark place with no scruples?
A former SEC chairman seems to think so.
That said, an analyst at J.P. Morgan thinks the...