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Elevate Your Firm’s Cybersecurity with Practifi Protect

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Today’s largest wealth management firms are constantly under threat. Cyber criminals are working around the clock to hack into RIAs, IBDs and MFOs to access the large amounts of financial and personal data they manage.
NEWS BRIEF 4

Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms

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CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...

Advisor Tech Talk (4/26/22)

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It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past...

Sustainability, Speed and Smart Cities: Fantom’s Reimagined Approach to the Blockchain Trilemma

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In the next segment of Sarson Funds’ Defi Series, we will provide an overview and analytical discussion of Fantom (FTM), an alternative layer 1 decentralized financial (DeFi) network.

Why Advisory Firms Need Role-Based Technology

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Financial advisors can learn a lot from doctors and lawyers. Not only is providing financial advice evolving into a profession as indispensable and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology. Both medicine and law have embraced a role-based approach to building technology stacks and it’s time for financial services to do the same.

The Week in Digital Wealth (4/12/22)

By Gregory Bilecki TWIDW 4/12/22: Fed News & Market Impacts, and whoa - Walmart, McDonald’s,...
NEWS BRIEF 2

Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings

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PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...

DWN Op-Ed: Biden’s War on Digital Assets: Part One – The Battle for Your...

In case you haven’t noticed, there is a war going on. However, this war is not in the Ukraine. Nor is it against Russians. Rather, these battles are being fought right here on US soil, with regulatory bullets, against decentralized finance and digital assets.

Advisor Tech Talk (3/29/22)

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I’ve worked in writing and information a long time, and one of the maxims I’ve developed over the...
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Exodus Begins Trading on Securitize Markets

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March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the...