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Advisor Tech Talk (3/1/22)

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This week, there were several impactful news items in the digital assets space—none qualify as the most groundbreaking news of the year, but all speak to the growing acceptance of cryptocurrencies and blockchain technology as central to the future of finance and fintech.

The Week in Digital Wealth (3/1/22)

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Russia & Ukraine market impact updates, and Ukraine asks exchanges to bar and sabotage Russian user accounts on the heels of officially legalizing the trade of crypto in the country this week.

TheALTinvestor: How WealthTech Makes It Easier to Get Alts into IRAs

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Advances in financial products, regulation and technology are allowing investors to more easily open, fund and invest within self-directed retirement accounts.

Advisor Group Continues Digital Transformation Momentum with New Senior Hires

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After announcing significant investments in technology as part of a broader digital transformation strategy late last year, Advisor Group is following up with a wave of senior management team hires.

Bitcoin vs Gold. Here we go again.

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This Bitcoin vs Gold debate seems like an age-old argument but in reality it’s only a few years old. Of course, gold has been around 5,000 years and bitcoin only a little over 12 years so it’s not a really fair (certainly not to gold) comparison.

INTELLIGENCE FOR GROWTH: How AI Makes Content Marketing Faster, Easier and More Focused

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As the pandemic sent more people to remote work and prevented seminars and face-to-face meetings, reaching clients and prospects with relevant content became a powerful tool for business development.

DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms

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Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.

Advisor Tech Talk: 2/22/22

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As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.

Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption

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RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.

The Week in Digital Wealth (2/22/22)

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TWIDW 2/22/22: Russia & Ukraine updates, the SEC takes a tougher stance on crypto with the CFTC, and…why aren’t you spending your Bitcoin? Intel makes headway into the crypto mining space, CBDC action in Wyoming, Securitize speeds up the convergence of the stock market and blockchain with a recent acquisition,