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WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework
Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.
2023-The Year in Digital Wealth, Part 1
The Year in Digital Wealth (Part 1)
As we round off the year, we wish everyone a Merry Christmas.
This week and next, we shall...
2023-Decentralized Diaries, A Look Back, Part 1
Decentralized Diaries for the Year of 2023 (Part 1)
From the SBF trial to Changpeng Zhao's spectacular fall, 2023 had unexpected curveballs.
We’ll showcase the...
Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond
This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...
The Week in Digital Wealth (12/11/23)
The industry continued to evolve, with innovative products as jingle bells continued to ring, elevating the holiday mood.
Bloomberg and two other partners announced discontinuance...
Advisor Tech Talk (Week of 12/11/23)
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...
MARTECH MINUTES: The Impact of Financial Education Content in Enhancing Relationships
Financial professionals must keep pace and utilize educational content to build and fortify client relationships. Here are seven ways financial education content helps advisors build client relationships.
Decentralized Diaries for the Week of 11/27/23
What will the crypto industry look like without Changpeng Zhao of Binance?
Tighten your belts, folks. We are about to find out!
Nothing much changed after...
The Week in Digital Wealth (11/20/23)
Happy Thanksgiving week!
Automation is the new buzzword that rubs off everything as the holidays approach.
That said, Bloomberg is shuttering a key index next year.
NASDAQ...
WEALTHTECH INSIDER: These Personal Finance Myths Hold Investors Back
The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.