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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.
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!
REAL CLEAR CRYPTO: 2024 – The Year Apple Takes Virtual Reality Mainstream
As we eagerly step into the New Year, the sphere of technology continues to pulse with excitement and innovation. We believe the spotlight will be firmly on Virtual Reality (VR) and Augmented Reality (AR) in the new year.
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?
WEALTHTECH INSIDER: Investor Emotion – Don’t Beat It, Join It
Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.
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...
Decentralized Diaries for the Week of 11/27/23
What will the crypto industry look like without Changpeng Zhao of Binance?
Tighten your belts, folks. We are about to find out!
Nothing much changed after...
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....