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Advisor Tech Talk (8/5/22)
By Christopher Robbins
I’ve been talking to a lot of wealth management and fintech...
The Week in Digital Wealth (8/5/22)
By Christopher Robbins
This week in digital wealth we have some new practice management...
DWN Roundtable: How Digitally Enabled Alt Platforms Opened Doors in this Bear Market
As is tradition, the arrival of a Bear market gives rise to alternative investment (alts) platforms. The decade's...
The Week in Digital Wealth (7/27/22)
By Christopher Robbins
This week in digital wealth, we have several fundraising announcements, partnerships...
The Week in Digital Wealth (7/19/22)
By Christopher Robbins
This week in digital wealth, we pick up some of the...
Advisor Tech Talk (7/19/22)
By Christopher Robbins
I’ve recently come into a bit of a windfall, in a...
Advisor Tech Talk (7/12/22)
By Christopher Robbins
It’s been a tough year for big tech—but fintech still seems...
The Week in Digital Wealth (7/12/22)
By Christopher Robbins
WealthTech and crypto made for a very busy week in digital...
The Week in Digital Wealth (7/5/22)
By Christopher Robbins
This week in digital wealth, we have numerous announcements of new...
AI ILLUMINATIONS: How Financial Firms Can Decide What to Automate First
How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.