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Advisor Tech Talk (11/15/22)

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By Chris Robbins As we approach the holiday lull in news announcements, we had a busy week in advisor tech news. Skience is...

Volatile Markets. Will the Fed Get Whipsawed?

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A "troubling" statement came out of Washington recently. Janet Yellen said she was “worried about a loss of adequate liquidity in the market”

Top 5 VC Deals of the Week in Digital Wealth (11/15/22)

Friends, with our lead writer out for the past few weeks, we temporarily shifted up our content offering, and this column...

FusionIQ Launches Digital First TAMP

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Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...

The Week in Digital Wealth (11/8/22)

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By Chris Robbins This week in digital wealth there were a number of seemingly small announcements with potentially...

Advisor Tech Talk (11/8/22)

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By Chris Robbins This week in advisor tech news we have the rollout of a new TAMP from enterprise advisor services fintech...

REAL CLEAR CRYPTO: Gamification Takes Over Education

Gamification has been applied in education to help students learn faster & retain more information. Students who believe they are playing a game are less likely to become frustrated with tedious or repetitive tasks.
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Kingswood U.S. Expands Tech-Enabled Alts Offerings with New Portal Launch

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New York-based Kingswood U.S., a $3 billion network of wealth management firms, recently announced the addition of a Covered Securities Submission Portal on its...

FINTECH CORNER: Adopting the Best Technology to Scale Your Business to the Next Level

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As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.

Decentralized Diaries For The Week of 11/1/22

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By Christopher Hamman There was a flurry of activity within the decentralized space last week. Dogecoin-loving Elon Musk "finally" settled the Twitter acquisition and...