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REAL CLEAR CRYPTO: From Skeptic to Believer – A Brief Look Into My Blockchain...

Though the cryptocurrency frontier was pioneered by computer science enthusiasts, the current wave of digital asset investors represent a much broader cohort

The Week in Digital Wealth (1/11/22)

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Discussions between the U.S. and Moscow could lead to sanctions on Russia targeting the financial and tech sectors. Meanwhile, the CEO of a major tech company has decided if you can’t beat them, join them in fintech.

2022 Predictions in Digital Wealth from the C-Suite, Part 2

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The new year is officially here and with it, we are continuing our series "2022 Predictions in Digital Wealth from the C-Suite". Just like last year, we've been blessed with so many submissions from amazing fintech founders that we've opted to break the series up into 3 weekly articles. This week, you'll find Part 2, and MORE GREAT INSIGHT from the industry movers and shakers on what to expect for the coming year.

Fintech Corner: Understanding Next Gen Clients and Seizing the Intergenerational Wealth Transfer Opportunity

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The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.

How to Create a More Tangible Client Experience and Reduce Churn

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The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.

Is the U.S. Too Big To Fail?

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Nothing is too big to fail. Not businesses, not people, empires or even countries. Sometimes it's a slow "death," sometimes its quick and messy and sometimes its a combination of those two.

Driving Client Centricity Through Wealth Advisory Productivity

The wealth management industry is continuously evolving with digitalisation, mass amounts data and increasing numbers of new tools and platforms available.

REAL CLEAR CRYPTO: DeFi Popcorn Enables Digital Assets to Work For The Common Good—And...

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For many, ESG and digital asset investing are miles apart, with cryptocurrencies in particular being too dirty, too anonymous and too out of reach to be a force for good.

The Week in Digital Wealth (11/16/21)

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Billionaire hedge fund manager Ray Dalio has warned that sky-high inflation is eroding wealth and has offered some suggestions on how to fix it. Regulators have turned their backs on a bitcoin spot-market ETF yet again. Also, PayPal and Citigroup CEOs recently discussed “navigating the pandemic.”

Wealth Management: Three Strategies to Personalize the Client Experience

Many firms found themselves switching to digital forms of engagement almost overnight, and further discovered that their efforts left investors underwhelmed