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Fintech Corner: How Wealth Managers Can Stem the Flood of Data
Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 1
2022 seems like a risky year. Yet many investors still struggle to come to terms with the concept of risk, said Daniel Crosby recently on his Standard Deviations podcast from Orion Advisor Solutions.
DWN Publisher Notes For 10/24/23
Friends, is AI REALLY that smart? We also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!
REAL CLEAR CRYPTO: Mom and Dad, it’s Time to Have The Bitcoin Talk
Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency.
Decentralized Diaries for the Week of 10/23/23
SBF's dreams were big.
So former friends and associates say and testify.
Former employees of Ethereum's largest firm sued ConsesnSys CEO Joseph Lubin and Tether's new...
Advisor Tech Talk (Week of 10/24/23)
Another week of fintech headlines is upon us, and as usual, there’s a lot to say.
First, however, we should give thought...
Top 5 VC Deals of the Week in Fintech (10/23/23)
The Game of Monopoly...
Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...
AI ILLUMINATIONS: Automation is Supercharging The Account Opening Process
While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.
DWN Publisher Notes For 10/17/23
Friends, what news is news? We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!
The Week in Digital Wealth (10/17/23)
The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core.
Enfusion launched its management offering.
Citi successfully integrated with...