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Advisor Tech Talk (Week of 4/18/23)
There’s a lot to cover in advisor tech news this week, so we’ll get right into it.
CapIntel has entered an agreement...
WYOMING BEE | Blockchain Education for Everyone: Meet Jahon Jamali
By Mike Wilkins
Like so many other people shaping the conversation in the world of blockchain and digital currencies today, the route Jahon Jamali took...
Decentralized Diaries For The Week of 4/10/23
By Christopher Hamman
The crypto space may be humming along, but the US Government may also be planning to end things, according to...
The Week in Digital Wealth (4/10/23)
By Christopher Hamman
According to government job numbers, which were better than expected last week, the US economy...
BACK OFFICE HEROES: Making Operational Excellence Your Strongest DIfferentiator
Operational excellence seems like a lofty goal for many firms, but putting it into practice is not only possible — it’s necessary to reach growth opportunities and provide a top-tier client experience.
FINTECH & PHILOSOPHY with Cindy Taylor: Meet Michael Partnow of JIFFY.ai
Welcome to my new Zoomcast series "Fintech & Philosophy",
where we we explore the personal motivations that drive the
successes behind fintech’s top C-suite executives!
* *...
REAL CLEAR CRYPTO: The Metaverse – What Advisors Need To Know
The metaverse has been a hot topic of discussion lately. To better answer questions for their clients, it would be helpful for advisors to understand what the metaverse is and where is this all coming from.
Advisor Tech Talk (Week of 4/10/23)
It was another holiday week, but still a busy one in the advisor tech world.
In this week’s Advisor Tech Talk, we...
REAL CLEAR CRYPTO: Bitcoin & The ESG Angle
It seems that institutions are playing both sides. On one hand, they are buying Bitcoin at unprecedented rates. On the other, they want to continue attracting investors by fulfilling ESG mandates
Advisor Tech Talk (Week of 4/3/23)
Happy spring, advisortech readers! Though our last publication was officially the first one of the season, something about the warm, then...