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The Week in Digital Wealth (6/14/22)

By Christopher Robbins Just as volatility, recession and inflation have become part of the...

Advisor Tech Talk (6/14/22)

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By Christopher Robbins As an older Millennial, I love my technology.

REAL CLEAR CRYPTO: Crypto’s Rising Influence Shines at TradFi’s Davos Conclave

This year, as crypto markets reeled from a months-long fit of volatility & the collapse of the Terra stablecoin, Davos served as an exhibit of the growth, maturity, and prominence of the blockchain ecosystem.

Top 5 VC Deals of the Week in Digital Wealth (6/7/22)

Friends, we're back this week with a highly unusual top 5 list for the column. We...

Advisor Tech Talk (5/31/22)

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By Christopher Robbins There are several different aphorisms attributed to various philosophers that all...

INTELLIGENCE FOR GROWTH: Stepping Up Your Communication and Service to LGBTQ+ Clients

As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.

The Importance of Data Cleanliness in Your Tech Stack

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It’s easy to get starry-eyed with any new technology purchase. Platforms aimed at advisory firms typically promise the world, raising your expectations — sometimes to unrealistic levels. When those solutions fail to deliver enormous results, you might think the technology’s inherently flawed or ineffective. It didn’t live up to that promise, so clearly something must be wrong with the platform, right?

The Week in Digital Wealth (5/24/22)

By Gregory Bilecki TWIDW 5/23/22: No bottom for BTC currently in sight, FitRated puts their...

What’s Up In El Salvador, The First Country To Adopt Bitcoin As Legal Tender

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With all the turmoil in global financial markets wreaking havoc across multiple asset classes, certainly including cryptocurrencies, perhaps...

Advisor Tech Talk (5/18/22)

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By Christopher Robbins I’m still an optimist To borrow a bit from...