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Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
Top 5 VC Deals of the Week in Fintech (1/15/24)
How far will it go?
The state of VC is shifting; borders are open for new investors in tech. But how long...
BREAKING NEWS: Bitcoin ETFs Receive SEC Approval
On January 10, 2024, in a long-awaited move that has sent shockwaves through the financial landscape, the U.S. Securities and Exchange Commission (SEC) has...
Decentralized Diaries for the Week of 1/8/24
The new year revved up with everyone fired up and ready to go!
That said, SBF can breathe easily (for now)
ICE added options...
REAL CLEAR CRYPTO: AR & VR Catalysts are Coming
As we step into the New Year, the tech world is poised on the cusp of a monumental shift, particularly in the realms of Augmented Reality (AR) and Virtual Reality (VR).
Decentralized Diaries for the Week of 12/11/23
How far is too far for the cryptospace?
Binance may have more issues in the months to come with unsealed filings, noting stricter monitoring by...
Advisor Tech Talk (Week of 11/28/23)
It’s all about the apps.
Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...
Decentralized Diaries for the Week of 11/20/23
It looks like the SEC is hedging its bets with crypto ETF delays.
We will have to wait and see what is simmering under the...
WEALTHTECH INSIDER: How Technology Can Help Advisors Service HNW Clients
Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.
INTELLIGENCE FOR GROWTH: Help Clients Create a Plan for Giving, Before Holiday Bells Start...
Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.