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Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
Advisor Tech Talk (Week of 11/7/23)
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...
Advisor Tech Talk (Week of 10/02/23)
There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...
REAL CLEAR CRYPTO: Private vs. Public Blockchains
Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.
The Week in Digital Wealth (9/18/23)
The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?).
State Street has a new liquidity offering.
Deloitte's "romance" with the...
Advisor Tech Talk (Week of 8/21/23)
This was not a quiet week on the advisor side of fintech news.
I know, it feels like we find a way...
New hires follow TIFIN AMP’s Series A with Motive Partners in June of 2023
BOULDER, Colo. and NEW YORK, Aug 17, 2023 – TIFIN AMP, the leading artificial intelligence (AI) platform for the intelligent distribution of funds, is thrilled to announce...
The Week in Digital Wealth (7/17/23)
While temperatures continued to soar, the economy continued to heat up; the Fed raised rates, and everyone else did what they could to reduce...
The Week in Digital Wealth (6/28/23)
As we enter a "hot product summer" in the digital wealth industry, inflation seems to have slowed down (for now), and the focus is...
REAL CLEAR CRYPTO: When to use Private vs. Public Blockchains
There are two primary types of blockchains: public and private, each having its unique advantages, and disadvantages relevant to different enterprise and industry needs.