Home Search
Base - search results
If you're not happy with the results, please do another search
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
Smarsh Survey Highlights Potential Off-Channel Communications Policy Gap for Firms
In recent years, banks have been fined billions for not adhering to the SEC’s recordkeeping requirements for texting and other digital messages. Even so,...
Top 5 VC Deals of the Week in Fintech (1/23/24)
Turn it Up!
The 'funding winter' of 2023 is behind us, and forward-thinking suggests that 2024 will be the year to thaw...
REAL CLEAR CRYPTO: Building a Balanced $10,000 Cryptocurrency Portfolio in 2024
For those diving into cryptocurrency investing, a diversified approach is often recommended. One effective strategy is to construct a balanced portfolio with your allocated funds.
FINTECH CORNER: The Difference Between a Provider and a Genuine Partner
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
Tackling Tech in ’24: How RIA Miracle Mile Advisors Is Investing in Wealthtech to...
For wealth managers serving an increasing number of affluent and high-net-worth digital natives, the pressure to deliver on the tech front is a make-or-break...
Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...
Technology Creates Opportunities for Financial Advisors to Enhance Investor Experience, According to New Vivaldi...
Toronto-based CapIntel, a financial technology company that delivers productivity enhancing, web-based solutions to financial services wholesalers and investment advisors, has announced the findings of a new survey...
CogniCor Launches Pilot of AI-Enabled Digital Assistants Powered by Microsoft’s Azure OpenAI
CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service.
The Palo Alto-based CogniCor, a provider...
DWN Publisher Notes For 1/16/24
Friends, last week the SEC finally approved Bitcoin ETFs to great media fanfare, but author Bill Taylor says NOT SO FAST, folks, in 'GOLD vs BITCOIN vs BITCOIN ETF' Meanwhile, you can find a totally different perspective of the new asset class in this week's 'ADVISOR TECH TALK' column opener. READ UP!!