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Advisor Tech Talk (12/20/22)
By Chris Robbins
This week in advisor tech news we have several announcements with the promise to change the wealthtech landscape.
Morningstar is...
INTELLIGENCE FOR GROWTH: Charitable Giving to Jump Amid Recession Fears?
It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed. Another benefit is that DAFs can hold funds indefinitely.
The Week in Digital Wealth (12/20/22)
By Chris Robbins
‘Tis the season for tech news!
This week in digital wealth, we have a number of...
WealthTech Leader Sid Yenamandra Forms Surge Ventures to Launch and Grow Startups at Intersection...
Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...
Advisor Tech Talk (12/13/22)
By Chris Robbins
There were a number of important advisor technology announcements this week ahead of the end-of-year holidays.
Carefull announced that it...
The Week in Digital Wealth (12/13/22)
By Chris Robbins
As the weather turns cold, the news in digital wealth continues to heat up.
In banking...
REAL CLEAR CRYPTO: Sarson Funds Launches American Crypto Academy
At the risk of stating the obvious, we believe that there currently exists a disconnect between Wall Street’s view of what digital assets & blockchain technology have to offer the financial industry and indeed the world.
FINTECH CORNER: Why Client Advisory Boards are Key to the Future of Fintech
Practifi, a business management platform for the financial services industry, was planning to change how it interacted with email and calendar scheduling programs but wasn’t sure how to proceed.
Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions
Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...
AI ILLUMINATIONS: Applying the Learning from Reading The Tortoise and the Hare
There’s always a risk of being too slow, and not adopting technology or innovating quickly enough. But in the latest series of innovations offered to financial advisors, the first product might not be the best.