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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
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)
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
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
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...
Mobiloil Credit Union joins Atria’s CUSO Financial
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...