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REAL CLEAR CRYPTO: The Evolution of Web3 Gaming

The gaming landscape has been undergoing a revolutionary transformation, courtesy of the Web3 infrastructure. The future of gaming appears to be gravitating towards this direction.

Publisher Notes For 8/8/23

Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, etc. Meanwhile, is it the markets - or market participants - that have changed? READ UP!!

BACK OFFICE HEROES: Transforming Data Entry To Transform Your Wealth Management Firm

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The industry needs a platform that helps advisors & firms gather accurate client data efficiently, and then shares that data with all of the pieces of an advisor’s tech stack.

MARTECH MINUTES: How Firms Can Avoid FINRA Advertising Review Fines

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Many in the financial industry stray towards the vaguer side of guidelines and regulations because they can sometimes be complex and often confusing.

AI ILLUMINATIONS: Who is Ready to get ONBOARD?

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While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.

Advisor Tech Talk (Week of 8/08/23)

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We’ve notched another big, busy week in the advisor tech space.  Perhaps the most interesting headline is that Tyrone Ross, an outspoken...

The Week in Digital Wealth (8/7/23)

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The drop in U.S. credit ratings did not slow things down in the industry. Then again, the downgrade is a sign of the chaotic times...

Decentralized Diaries for the Week of 8/7/23

The cryptospace's new normal without Gary Gensler's focus is weird but quiet. Then again, the SEC will soon return with another fresh round of actions...

WEALTHTECH INSIDER: How to Know It’s Time to Find a New Tech Provider

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It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment portfolios, not out of a love of using software.

AI ILLUMINATIONS: Spring Cleaning Your Wealth Tech

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Technology used to last 20-25 years, but today, with so many apps and frameworks comprising your tech stack, it’s important to evaluate your technology every five to ten years.