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Decentralized Diaries For The Week of 11/15/22

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By Christopher Hamman What a week! Cryptocurrency prices dipped sharply following troubles at the former second-largest cryptocurrency exchange.  The New York Fed and the banking...

FusionIQ Launches Digital First TAMP

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Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...

The Week in Digital Wealth (11/8/22)

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By Chris Robbins This week in digital wealth there were a number of seemingly small announcements with potentially...

Advisor Tech Talk (11/8/22)

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By Chris Robbins This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...

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

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By Christopher Hamman There has been a lot of goings-on in the digital wealth space over the past...

Decentralized Diaries For The Week of 11/1/22

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By Christopher Hamman There was a flurry of activity within the decentralized space last week. Dogecoin-loving Elon Musk "finally" settled the Twitter acquisition and...

FINTECH CORNER: The Importance of Personalization in WealthTech

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Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.

Are We There Yet?

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Classic. A long trip is planned. Everyone is high on the anticipated destination, even while knowing it will take time to reach. And sure...

Decentralized Diaries For The Week of 10/25/22

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By Christopher Hamman Last week, cryptocurrency prices held steady. Bitcoin prices remained at previous levels. Cryptocurrency adoption rates continued to rise as institutions continued...

The Week in Digital Wealth (10/25/22)

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By Christopher Hamman It’s been quite the week in the fintech sector! Goldman Sachs and Qontigo deepened their collaborations. Friendly...