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Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword
The word “integration” is so commonly uttered by technology providers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology
BACK OFFICE HEROES: Risk Tolerance – What is Actually Being Measured?
Most wealth management firms measure and use risk tolerance as part of their process using Docupace’s PreciseFP platform, or another industry competitor—but what are they actually measuring?
How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors
As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.
MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals
In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.
WEALTHTECH INSIDER: There Are Better Ways to Measure Financial Success Than Returns
Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.
Advisor Tech Talk (Week of 10/17/23)
You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...
DWN Publisher Notes For 10/11/23
Friends, this week we have an insightful new zoomcast with Michael Pinsker of Docupace, a speculative look at what's next for markets and more great content and news in the digital wealth sector. READ UP!
The Week in Digital Wealth (10/9/23)
Happy Columbus Day!
The FinTech industry continued to move along with TS Imagine's new tools.
BBH, the FI giant, added execution services.
The BIS continued the CBDC...
Decentralized Diaries for the Week of 10/9/23
SBF's trial is finally underway.
We should expect drama.
LOTS of it.
The CFTC may take action against Steve Ehlrich, Voyager Digital's co-founder.
He vowed to have his...
FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Michael Pinsker of Docupace
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!
* *...