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REAL CLEAR CRYPTO: Blockchain is Changing my Business – Legal Sector
Attorneys engaged in estate planning are already well aware that transferring digital currency requires unique planning methods to ensure a seamless transfer to heirs.
Decentralized Diaries For The Week of 2/14/23
By Christopher Hamman
There were a few grey clouds on the horizon within the decentralized space, with regulatory crackdowns taking center stage.
The SEC...
BACK OFFICE HEROES: Setting Expectations: What RIAs Need to Know for the Next 5...
The best way for wealth management businesses to approach cybersecurity issues is by investing in intelligent, automated digital platforms to help aggregate, store, and parse customer and trade data.
Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones
By Michael Nessim and Douglas Blake, Kingswood U.S.
Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...
REAL CLEAR CRYPTO: Blockchain Leaders in ESG
In this article, we will examine three blockchain projects that have been identified as ESG leaders and explore how they align with the ESG investment framework.
Sanctuary Wealth Appoints Industry Veteran And Fintech Entrepreneur Adam Malamed As Chief Executive Officer
Indianapolis-based Sanctuary Wealth, a leading national network of independent wealth managers, has named financial services veteran Adam Malamed as its new Chief Executive Officer,...
The Week in Digital Wealth (2/9/23)
By Christopher Hamman
Sam Bankman-Fried was banned from contacting his prior employees at FTX & Alameda Research. Twitter...
Decentralized Diaries For The Week of 2/7/23
By Christopher Hamman
Crypto winter is thawing out, or so it seems.
Shocking revelations showed that 86% of Tether Holdings was controlled by only...
MARTECH MINUTES: How to Enhance Your Client Communication Using Content
A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apart from your competition & keep you top of mind.
BACK OFFICE HEROES: The Fundamentals of Client Data Gathering
The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still working with outdated technology systems or even spreadsheets.