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WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up
INTELLIGENCE FOR GROWTH: Four Types of Email Marketing Automation to Bolster Your Firm’s Outreach
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media.
ComplySci Publishes 2022 CCO Playbook
ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...
Publisher Notes For 4/20/22
Friends, this week we explore what may be driving the unusual Bitcoin markets, review our top VC deals (Brazil brought us the "winner" this week) and explore Tesla's latest exploits in crypto mining, plus so much more. READ UP! Cindy Taylor | Publisher
THE UNEXPLAINED. EXPLAINED.
So how do you explain things that are seemingly UN-explainable?
Logically every event that...
REAL CLEAR CRYPTO: The Future of Crypto, Part 1
Over the past 11 years, blockchain technology and cryptocurrencies have proliferated, moving from a fringe technology and financial movement to a major current in the mainstream.
Why Advisory Firms Need Role-Based Technology
Financial advisors can learn a lot from doctors and lawyers. Not only is providing financial advice evolving into a profession as indispensable and rigorous as medicine and law, but it’s also maturing into one that requires a modern approach to technology. Both medicine and law have embraced a role-based approach to building technology stacks and it’s time for financial services to do the same.
DWealthMuse Podcast: How Retail Investors are Capitalizing on Multi-Family Real Estate Investing
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
The Times They Are a-Changin’: Automating Workflows in Financial Services
Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.
The Taylor Report (4/12/22)
BITCOIN WEAKNESS? COULD THE CAUSE BE SHORT SELLING AGAINST BUYING THE GRAYSCALE BITCOIN TRUST? THE GBTC TRADES AT A 25%-30% DISCOUNT TO CASH BTC.