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Advisor Tech Talk (Week of 5/23/23)
Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...
Smarsh Combines Privva and Entreda Subs
Smarsh earlier this week announced that it has combined subsidiaries Privva and Entreda with the company’s professional archive platform. The move results in one...
Publisher Notes For 5/17/23
Friends, what comprises a "win"? If you're in the NBA, it's pretty straightforward. If you're the Fed or the Treasury Department, well, not so much. Check out "Inflation vs. Basketball: A Different Definition of Progress" to learn what "WINNING" looks like in sports vs finance. READ UP!
CapIntel Positioned to Grow Industry Leadership in Digitally-Enabled Proposal Generation for Financial Advisors
CapIntel, the Canadian tech-enabled turnkey client proposal firm, is making waves across the U.S. wealth management industry. The firm tells Digital Wealth News that...
Mobiloil Credit Union joins Atria’s CUSO Financial
The southeastern Texas-based $1 billion Mobiloil Credit Union (Mobiloil) joined Atria’s CUSO Financial (CFS) to gain access to its award-winning advisor and member technology...
REAL CLEAR CRYPTO: Web3 Starter Tips for for Businesses
If you’ve been following the growth of web3 and are thinking that it could be a good fit for your business, the guidelines in this article will help you get underway.
Stratos Private Wealth Launches to Expand Ultra-high-net-worth Client Capabilities through Scale
Stratos, a consortium of companies supporting financial advisors across multiple business models and affiliations, has secured a majority stake in BWM Financial, and used...
Decentralized Diaries For The Week of 5/16/23
By Christopher Hamman
Family offices are taking advantage of sudden movements in the cryptocurrency space. (So it seems).
Rumor has it that CZ and...
Top 5 VC Deals of the Week in Fintech (5/16/23)
It’s tough out there, and tech companies are still making cuts. But during times of economic crisis (yes, we’re in one...
The Week in Digital Wealth (5/16/23)
By Christopher Hamman
As we all wait for another episode of the debt ceiling drama that occurs every...