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The Week in Digital Wealth (12/11/23)

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The industry continued to evolve, with innovative products as jingle bells continued to ring, elevating the holiday mood. Bloomberg and two other partners announced discontinuance...

The Week in Digital Wealth (12/4/23)

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Happy new month! Just how deep does the AI rabbit hole go? Nobody knows. Every solution and product is most likely automated or has integrations. That said, Bloomberg...

COMPLY, ZenLedger Launch Digital Asset Trade Monitoring

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The New York-based compliance software, consulting and education resource company COMPLY recently announced the launch of a digital asset trade monitoring program. Working with...

The Week in Digital Wealth (11/27/23)

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Business continued in full swing despite the holiday buzz. Regnology and Moodys unveiled a partnership, while eToro revealed a new portfolio focused on natural disaster...

The Week in Digital Wealth (11/20/23)

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  Happy Thanksgiving week! Automation is the new buzzword that rubs off everything as the holidays approach. That said, Bloomberg is shuttering a key index next year. NASDAQ...

BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?

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Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.

Rethink. Financial Advice Podcast: How Digitally Intimate are You with Your Potential and Current...

What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and...

The Week in Digital Wealth (11/14/23)

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Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

The Week in Digital Wealth (11/6/23)

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Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions with a few additions. EquiLend...

The Week in Digital Wealth (10/31/23)

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"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...