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The Future of TAMPs in 2023 and Beyond
As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...
Advisor Tech Talk (1/24/23)
Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector...
The Week in Digital Wealth (1/24/23)
By Christopher Hamman
What a week!
Things rolled by with the world wondering when Congress will put its act...
COMPLY C-Suite Appointments Support Continued Integration
COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...
Publisher Notes For 1/17/23
Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector news (+deals) to report on this week! READ UP!
AI ILLUMINATIONS: Exceeding The Expectations of The New Age Client, Part 1
As Financial Advisors set personal resolutions for the New Year, one of the things they need to focus on is understanding what their clients’ resolutions are and what their expectations are.
Decentralized Diaries For The Week of 1/17/23
By Christopher Hamman
The decentralized space has somewhat revived after positive lower-than-expected US CPI numbers.
Bitcoin is breathing easy at around $20k.
SBF's lawyers have...
The Taylor Report (1/10/23)
Inflation is like a New Year's resolution. You put on 50 lbs. eating too much. You resolve to lose weight, you drop 25 lbs, but you are still 25 lbs. heavier. Inflation eases to 6.5% from almost 8%. It's not bullish.....and you're still overweight.
REAL CLEAR CRYPTO: How Blockchain is Changing My Business – 1 of a 4...
In this article, we discuss the 4 ways that blockchain and crypto are changing things for Real Estate Professionals via crypto, tokenization and multiple utilizations of NFTs.
Decentralized Diaries For The Week of 1/10/23
By Christopher Hamman
Things are looking up for the cryptocurrency space.
BlackRock added Bitcoin exposure to its Global Allocation Fund.
Bitcoin prices crossed the $17,000...