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WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up
Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans
Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.
Advisor Tech Talk (4/19/22)
My dollars and cents look the same size, but somehow they’re a lot smaller than they used to...
DWealthMuse Podcast: How Retail Investors are Capitalizing on Multi-Family Real Estate Investing
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
REAL CLEAR CRYPTO: The Beating Heart of Next-Gen Crypto Development Is In… Wyoming?
The digital asset industry’s U.S. center could soon be the sparsely populated, scenic western state of Wyoming, said John Sarson, CEO of Sarson Funds.
Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset...
BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...
Top 5 VC Deals of the Week in Digital Wealth (4/12/22)
This week, our top deal came in at $775M for an Israeli-based B2B credit platform. B2B credit seems to be a growing category for fintech venture investment.
Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings
PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...
The Next Huge Digital Asset Sector? Tokenizing Real Estate
It may not be big news that the ability to tokenize assets like art, all kinds of collectables...
INTELLIGENCE FOR GROWTH: Marketing Automation Does a Lot More than Close More Clients
Some forms of automation come with added bonuses, making advisors—and sometimes the technology itself—better over time.