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Publisher Notes For 7/18/23
Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!
StratiFi Appoints Former e-Money Sales Exec to Lead Sales and Biz Dev
San Francisco-based risk management platform company, StratiFi recently announced it has hired Sarah Gribben to serve as Director of Sales and Business Development. Gribben will leverage...
REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped
A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.
Advisor Tech Talk (Week of 7/17/23)
Still no summer doldrums in the advisor tech world.
Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...
WEALTHTECH INSIDER: The Starter’s Guide to Building a RIA Tech Stack
For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients.
Publisher Notes For 7/11/23
Friends, last week (a holiday week) we hit our highest audience numbers in our history! Thank you to our incredible readers and let's keep growing this powerful knowledge base at Digital Wealth News! READ UP!!
Larry Fink Finds Bitcoin Religion
HALLELUJAH!
Larry Fink, CEO of BlackRock, must have recently spent some time at a good old revival camp. Not just any revival camp either....
AI ILLUMINATIONS: The Tortoise and The Hare – Lessons Learned
A slow and steady approach may be the best way for advisors to keep up with fast-changing technology because the first mover in fintech is not necessarily the best solution.
Advisor Tech Talk (Week of 7/10/23)
A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.
For example, two big TAMPs,...
Advisor Tech Talk (Week of 7/5/23)
Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...