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The Week in Digital Wealth (1/15/24)

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The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle started its...

Advisor Tech Talk (Week of 1/15/24)

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We’ve known it was coming for weeks now, but last week’s clearance from the U.S. Securities and Exchange Commission for spot...

2024 Predictions: Some A 100% ‘Lock,’ Some Unique & ‘Interesting’

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Ah, new year predictions. They come along the first of any new year just like ads for weight loss drugs and health club memberships....

Advisor Tech Talk (Week of 12/19/23)

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Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

Advisor Tech Talk (Week of 12/11/23)

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It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...

Advisor Tech Talk (Week of 12/4/23)

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We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

Advisor Tech Talk (Week of 11/28/23)

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It’s all about the apps.  Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...

Decentralized Diaries for the Week of 11/14/23

Happy Veterans Day (in arrears). BlackRock was at it again with an Ethereum ETF application. Justin Sun has his hands full. Polionex got hacked and lost...

Advisor Tech Talk (Week of 11/14/23)

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It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

DWN Publisher Notes For 11/7/23

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Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded.  Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!