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It’s easy to get starry-eyed with any new technology purchase. Platforms aimed at advisory firms typically promise the world, raising your expectations — sometimes to unrealistic levels. When those solutions fail to deliver enormous results, you might think the technology’s inherently flawed or ineffective. It didn’t live up to that promise, so clearly something must be wrong with the platform, right?

While the management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to each stakeholder.

Everyone who works at your firm has different needs, routines and workflows. If your CRM only allows for a single view common to all of your stakeholders, it’s a sign you’re in need of an improvement.

This article highlights market and economic predictions that are so obvious they should be called, certitudes. Here's a peek at what we believe the future will bring for cryptocurrencies, NFTs, DeFi and the broader markets.

Gold retires. Yes, it's true. After 5,000 years of impeccable service to global monetary development and stability, Gold announced its retirement. The world is grateful.

Recently, Adam Lowe launched Arculus, a cold-storage crypto-currency wallet which features patented three-factor NFC authentication to remove the friction that comes with every day crypto transactions.

-SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as the latest carrier to join its insurtech platform’s Marketplace.

Coro Global Inc. (OTCQB: CGLO), the fintech company behind the new payment app where gold can be used as money, announced today that it had appointed David Dorr as Director, President, and Chief Executive Officer of the Company.

Voyager Digital Ltd. ("Voyager" or the "Company") (CSE: VYGR) (OTCQB: VYGVF) (FRA: UCD2), a publicly traded, licensed crypto-asset broker that provides investors with a turnkey solution to trade crypto assets, today announced that NFL Hall of Famer Marshall Faulk will be a joining Voyager as an advisor

S&P Global (NYSE: SPGI) and IHS Markit (NYSE: INFO) today announced they have entered into a definitive merger agreement to combine in an all-stock transaction which values IHS Markit at an enterprise value of $44 billion, including $4.8 billion of net debt.