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Publisher Notes For 9/20/23
Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!
Advisor Tech Talk (Week of 9/18/23)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...
Publisher Notes For 7/18/23
Friends, market manipulation, gamifying Financial Education, more rumblings from Blackrock's Larry Fink on digital currencies and a CBDC looming closer - this week's newsletter has it all (plus another audience record for DWN this week)! READ UP!!
Advisor Tech Talk (Week of 7/17/23)
Still no summer doldrums in the advisor tech world.
Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...
The Future of TAMPs in 2023 and Beyond
As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...
Publisher Notes For 11/9/22
Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news. There's also great thought leadership on gamification in education and AI in wealth management plus so much more….. READ UP!
Advisor Tech Talk (11/8/22)
By Chris Robbins
This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...
Publisher Notes For 11/2/22
Friends, this week in digital wealth brings us news of a new Ethereum directive at Google, a look at the future of decentralized media, an exploration of the importance of data to FAs and a deep dive into how Reddit is changing crypto markets….. READ UP!
The Week in Digital Wealth (7/5/22)
By Christopher Robbins
This week in digital wealth, we have numerous announcements of new...
Advisor Tech Talk: 10/12/21
Fixed income ETFs are evolving to better capture the latest technology. Advisors can gain access to two new crypto and blockchain funds. And the cloud is making investing more efficient.