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WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track
Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.
REAL CLEAR CRYPTO: Why Blockchain Might Save the World
Imagine creating a valuable product, which is then taken from you & monetized without your consent. This happens to Americans every day, said Robert Grant, Chmn and CEO of Crown Sterling Ltd.
REAL CLEAR CRYPTO: Roman DBDR Merges with CompoSecure to Debut Arculus™ in Digital Asset...
Roman DBDR Tech Acquisition Corp. (NASDAQ: DBDR) (“Roman DBDR”) is a tech acquisition company focused on partnering with young companies that seek to be leaders in the next generation of technology.
The Week in Digital Wealth (9/14/21)
Seasons change and so does the fintech landscape. Since our last update, one major cryptocurrency exchange is calling out the SEC, Europe does not want to get left behind on digital currencies, investors have some remorse over buy now pay later, and SPACs are still popular.
Hear About the Latest Fintech Trends With The Fuse Show
On The Fuse Show, co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology take a deep dive to deliver what you need to know. ..
Surprise! Tech-Enabled FA Recruiting Beats Expectations
Just before March 2020, the financial advisor recruiting marketplace looked unchanging and predictable, at least for independent dual registrant firms.
Digital Wealth News Announces the Launch of DWealth Education
A Novel Financial EdTech Platform Bringing Incentivized Learning To Financial Professionals, Business Executives And Modern-Day Investors/Consumers (“Investumers”)
REAL CLEAR CRYPTO: A Conversation with Adam Lowe of Arculus
Recently, Adam Lowe launched Arculus, a cold-storage crypto-currency wallet which features patented three-factor NFC authentication to remove the friction that comes with every day crypto transactions.
REAL CLEAR CRYPTO: Why Every Advisor Needs To Know Their Crypto
For over 350 years, the nation-state system has been the cornerstone of Western politics as people who shared national characteristics created geographical boundaries & sovereign governments to manage them.
Advisor Tech Talk (8/31/21)
Millennials are poised to flock to robo advisors, wealth management platforms are becoming increasingly automated and M&A is afoot in the wealthtech space.