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Advisor Tech Talk (5/31/22)
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.
Top 5 VC Deals of the Week in Digital Wealth (5/24/22)
For the past several weeks, we've been seeing a reduced highwater level for VC investments in fintech -...
What’s Up In El Salvador, The First Country To Adopt Bitcoin As Legal Tender
With all the turmoil in global financial markets wreaking havoc across multiple asset classes, certainly including cryptocurrencies, perhaps...
The Week in Digital Wealth (5/18/22)
By Gregory Bilecki
TWIDW 5/16/22: Terra’s reserve fund vanishes, hackers make off with $370m in...
Advisor Tech Talk (5/18/22)
By Christopher Robbins
I’m still an optimist
To borrow a bit from...
LaSalle St. Opens Technology Learning Center
LaSalle St., a Chicago-based group of wealth management firms, introduced its new Technology Learning Center earlier this week....
Fintech Corner: Super-Charging Growth With Data and Deep Integrations
Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.
TheALTinvestor: A Fintech That Eats Its Own Fundraising Cooking
CalTier, a disruptive fintech investment platform launched a crowd-funded investment raise, harnessing some of the very regulations it uses to bring investment opportunities to the masses to raise funds itself.
Advisor Tech Talk (5/10/22)
By Christopher Robbins
Look. Out. Below.
If you own stocks, bonds or...