Home Search
ppro - search results
If you're not happy with the results, please do another search
FINTECH CORNER: What the Wealth Industry Can Learn From Formula One Racing, Part 1
Adrian Johnstone, who in addition to working with wealth management firms is also a self-professed motorsports fan, has found several connections between Formula One and financial advisors.
Regulating Crypto? So, Who Does It?
Nothing like a crypto market meltdown (a/k/a crash) to bring out more cries for strong regulation. The public...
REAL CLEAR CRYPTO: How NFTs Allow Fashion and Luxury to Penetrate the Metaverse
The Bugatti Group, an 82-year-old owner of eight luxury brands focused primarily on bags and luggage, is preparing to enter the NFT space. Licensing partners include The Rolling Stones, Celine Dion & more.
INTELLIGENCE FOR GROWTH: Digital Marketing Should Be A Fun Part Of Your Growth Strategy—Why...
Wealth managers have a huge opportunity to grow through digital marketing, finding new clients, more assets, and potentially new advisors via mergers and acquisitions.
The Week in Digital Wealth (7/5/22)
By Christopher Robbins
This week in digital wealth, we have numerous announcements of new...
Docupace Completes Half a Million Client Accounts Transitions using Automated Program
The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client...
AI ILLUMINATIONS: How Financial Firms Can Decide What to Automate First
How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.
WEALTHTECH INSIDER: Advisors Shouldn’t Be Afraid To Talk Taxes
Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.
How to Fight Inflation. A Basic Primer.
Let's talk inflation. It's all the RAGE (literally) and, after months and months of passive interest, inflation has...
The Week in Digital Wealth (6/28/22)
By Christopher Robbins
As we approach midyear and the U.S.’s July 4th holiday, the...