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Advisor Tech Talk (3/8/22)
Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.
Advisor Group’s Peter Clemson Intensifies Focus on Digitization of Service Experience
The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.
The Week in Digital Wealth (3/8/22)
Russia & Ukraine updates, Visa & MasterCard cut ties with Russia, Switzerland adds sanctions and freezes Russia-owned digital assets, Yearn founder and lead Fantom developers have officially left the crypto space, and 60 new DeFi projects are headed for Cardano (ADA). Rarify aims to add value to the NFT sector, while Thetanut aims to level the playing field in crypto-related options markets. Finally, Binance bets big with its new payment venture aimed at accelerating the adoption of crypto worldwide.
Perigon Wealth Management Announces Addition of New Team Members
The San Francisco-based firm recently announced several new additions highlighted by three appointments to its leadership team: Beth...
Advisor Tech Talk (3/1/22)
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.
Top 5 VC Deals of the Week in Digital Wealth (3/1/22)
This week we have some interesting new trends in digital wealth venture capital, and really every week is...
The Week in Digital Wealth (3/1/22)
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.
EPISODE 51: Bridging Conventional and Digital Finance
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
TheALTinvestor: How WealthTech Makes It Easier to Get Alts into IRAs
Advances in financial products, regulation and technology are allowing investors to more easily open, fund and invest within self-directed retirement accounts.
WEALTHTECH INSIDER: Putting Geopolitical Crises in Perspective
While the recent Russia invasion of Ukraine is unsettling, historically, these major geopolitical events have not significantly moved capital markets unless a recession develops globally or in the U.S.