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Publisher Notes For 5/2/23

Greetings from Digital Wealth News™ Friends, AS USUAL, we are loaded up with a plethora of new,...

Advisor Tech Talk (Week of 5/3/23)

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The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...

Advisor Tech Talk (Week of 4/3/23)

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Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...

Advisor Tech Talk (Week of 3/27/23)

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Another week is in the book for advisor tech news, and it was a busy one indeed. Aside from the rescue of...

Advisor Tech Talk (Week of 2/14/23)

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Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced. In...

Publisher Notes For 2/9/23

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Friends, another great newsletter with tips on best practices for gathering client data, a look at the top blockchain-based ESG companies, crafting a meaningful money journey & starting a tech firm! That's a lot! READ UP!

Advisor Tech Talk (2/9/23)

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As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out...

Publisher Notes For 9/28/22

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Friends, another topsy turvy week in the markets, but the news in the digital wealth sector just keeps coming.  We're seeing VC dollars trending lower, even while there's more partnerships forming and new product launches.  Innovation always marches forward, and that's especially true in fintech. READ UP!

Advisor Tech Talk (9/27/22)

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By Christopher Robbins So much has happened in 2022 that we were almost allowed to forget it is hurricane season in the...

Publisher Notes For 8/24/22

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Friends, here we go back at it this week with a look at the real metrics clients should use to measure financial success, how crypto education is crucial for advisors right now and an important op-ed on an op-ed (yes you read that right) that you won't want to miss. READ UP!