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Publisher Notes For 5/24/23

Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more!  READ UP!!

BACK OFFICE HEROES: Celebrating the 2023 Winners

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A back office hero is someone who ensures the behind-the-scenes work is taken care of in a wealth management firm so others can devote more of their focus to helping clients, said Ryan George, CMO at Docupace.

REAL CLEAR CRYPTO: When to use Private vs. Public Blockchains

There are two primary types of blockchains: public and private, each having its unique advantages, and disadvantages relevant to different enterprise and industry needs.

Top 5 VC Deals of the Week in Fintech (5/23/23)

Are you thinking about an IPO? The second half of 2023 may not be the best time for tech companies seeking...

The Week in Digital Wealth (5/23/23)

By Christopher Hamman With the markets slightly rattled and as everyone keenly watches how the politicians in D.C....

Advisor Tech Talk (Week of 5/23/23)

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Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...

Smarsh Combines Privva and Entreda Subs

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Smarsh earlier this week announced that it has combined subsidiaries Privva and Entreda with the company’s professional archive platform. The move results in one...

Publisher Notes For 5/17/23

Friends, what comprises a "win"?  If you're in the NBA, it's pretty straightforward.  If you're the Fed or the Treasury Department, well, not so much.  Check out "Inflation vs. Basketball: A Different Definition of Progress" to learn what "WINNING" looks like in sports vs finance. READ UP!

CapIntel Positioned to Grow Industry Leadership in Digitally-Enabled Proposal Generation for Financial Advisors

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CapIntel, the Canadian tech-enabled turnkey client proposal firm, is making waves across the U.S. wealth management industry.  The firm tells Digital Wealth News that...
NEWS BRIEF 3 Industry

Mobiloil Credit Union joins Atria’s CUSO Financial

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The southeastern Texas-based $1 billion Mobiloil Credit Union (Mobiloil) joined Atria’s CUSO Financial (CFS) to gain access to its award-winning advisor and member technology...