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Advisor Tech Talk (Week of 12/4/23)
We’re not just howling into the wind when it comes to next generation technology—the future is now.
For financial advisors, reading about...
COMPLY, ZenLedger Launch Digital Asset Trade Monitoring
The New York-based compliance software, consulting and education resource company COMPLY recently announced the launch of a digital asset trade monitoring program. Working with...
BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite
Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients. The change has emanated from regulatory changes driving advisors' fiduciary duties.
AI ILLUMINATIONS: Are you Seeking a Vendor or a Partner?
For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.
DWN Publisher Notes For 11/28/23
Friends, hoping Thanksgiving was filled with joy for you and yours. This week we look at VR in 2024 and question why the venerable WSJ is bashing Bitcoin yet again. READ UP!
MARTECH MINUTES: How to Prove the Value of Marketing
Feedback about marketing efficacy is not always immediate, and ROI (Return on Investment) may only sometimes be easily traceable back to a particular initiative. So, how can you prove the value of marketing dollars?
AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!
Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.
The Week in Digital Wealth (11/27/23)
Business continued in full swing despite the holiday buzz.
Regnology and Moodys unveiled a partnership, while eToro revealed a new portfolio focused on natural disaster...
Advisor Tech Talk (Week of 11/28/23)
It’s all about the apps.
Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...
Top 5 VC Deals of the Week in Fintech (11/27/23)
Actors on stage...
Long before 'lights, camera, action' are the auditions. In the startup world, those auditioning are likely the startup's founders....