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FusionIQ Blueleaf integration to Drive Digital Transformation and Enhance UX
FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration...
Decentralized Diaries for the Week of 7/17/23
Things continued to look favorable for the DeFi industry despite the twists and turns we are already used to.
Larry Fink continued his "crypto evangelism"...
WEALTHTECH INSIDER: The Starter’s Guide to Building a RIA Tech Stack
For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients.
Publisher Notes For 7/11/23
Friends, last week (a holiday week) we hit our highest audience numbers in our history! Thank you to our incredible readers and let's keep growing this powerful knowledge base at Digital Wealth News! READ UP!!
REAL CLEAR CRYPTO: The Institutions are Coming!
Institutions coming into crypto is something that we have been talking about for years. We saw the first glimpses of institutional involvement in crypto in 2021.
Advisor Tech Talk (Week of 7/10/23)
A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.
For example, two big TAMPs,...
The Week in Digital Wealth (7/10/23)
A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions.
AI...
Decentralized Diaries for the Week of 7/10/23
Larry Fink is finally a "crypto believer".
While his intents seem to be a good thing for the space, it remains "yet to be seen"...
Top 5 VC Deals of the Week in Fintech (7/10/23)
The grass is always greener...
It's mid-year, with six months of deals behind us and nothing ahead but greener pastures (or forests)....
INTELLIGENCE FOR GROWTH: Summer Slump? Engage your Clients by Adding Value through Content
While other advisors are on vacation, you can take advantage & connect with your clients through strategic & targeted outreach. When the economy is volatile, it’s important to communicate frequently with clients.