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Volcanoes, Bitcoin and Innovation. Remember El Salvador?
Time sure flies by fast. Remember way back to November 2021? Bitcoin was in the lofty $60K clouds. Only a few months earlier (Sept....
Advisor Tech Talk (Week of 2/28/23)
What a busy week in advisor technology news, with a lot of important headlines to share.
Perhaps no story was more important...
WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business
Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
REAL CLEAR CRYPTO: “Green” Bitcoins & How Crypto Can Support Environmental Sustainability
As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.
The Week in Digital Wealth (2/21/23)
By Christopher Hamman
Happy Presidents' Day!
Gary Gensler and his team of miracle workers at the SEC seemed to...
BACK OFFICE HEROES: Creating a Frictionless Onboading Experience
Much of the important trust-building work happens while a client seeks out an advisor, but keeping that trust after the contract is signed is equally important.
Commonwealth’s Record-Breaking 2022 Saw Year-Over-Year New Assets Nearly Double
How good of a year was 2022 at Commonwealth? One for the record books.
Last year, the Commonwealth Financial Network® posted the highest recruiting results...
Advisor Tech Talk (Week of 2/14/23)
Hello fellow fintechers, it was a very busy week in advisor tech news with a lot of new partnerships being announced.
In...
The Week in Digital Wealth (2/14/23)
By Christopher Hamman
Things appeared to have cooled down in the markets with incoming inflation numbers.
The US Treasury...