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Publisher Notes For 7/4/23
Friends, it's a summer week with a holiday on a Tuesday(??) and more people traveling at any time than in recent history, so we'll keep it short & sweet this week! In the meantime, HAPPY BIRTHDAY, AMERICA & READ UP!
Advisor Tech Talk (Week of 7/5/23)
Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...
The Week in Digital Wealth (7/3/23)
Happy Independence Day (on July 4 in the US) and happy new month!
It seems things may not be so bad after all, following stress...
Top 5 VC Deals of the Week in Fintech (7/3/23)
It's a small world, after all.
VCs are pulling the pursestrings open for startup funding in desirable sectors, regardless if what regulators...
Decentralized Diaries for the Week of 7/3/23
A former US SEC attorney advised the cryptospace to focus on the issues that count rather than on the SEC Chairman.
There's a lot of...
MARTECH MINUTES: Critical Content Marketing Strategies for Financial Advisors
Marketing plan needs to be fine-tuned as industry trends & business goals change. If you’ve found yourself growing complacent with your marketing efforts, here are seven items to focus on this year.
Docupace Appoints Leon Weiss as its New CFO
Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...
SS&C to Eliminate “Burdensome Operations Processes” for Alt-Platform Crystal Capital Partners
The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets
Joint...
Ryan George Named a Finalist in the WealthManagement.com 2023 Industry Awards for Technology Chief...
George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era.
LOS ANGELES – June 27, 2023 – Docupace,...