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Friends, today we look at Self-Directed IRAs in a new DWealth Podcast, delve into the meaning of SCARCE SOURCE OF VALUE and launch a new column - THE WEEK IN DIGITAL WEALTH, plus much more (including a $10B fintech VC deal!). Check it out! | Cindy Taylor, Publisher

Joel Bruckenstein, president of Technology Tools for Today (T3), has launched registration for the T3 Advisor and T3 Enterprise conferences. Formerly run as two separate events at different venues at different times of the year, the post-pandemic plan for 2021 is to run the two events back-to-back beginning Monday September 27 and concluding on Friday, October 1, 2021, in Denton, Texas.

After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.

For those of you who haven't gone out to fund-raise to this sector, let me share a little about it with you. You come to an institutional investor with a new strategy - backtested and perhaps even running money currently. They then look at you and ask for a series of greeks on the strategy - deltas, alphas, betas - god knows what else - and then tell you they need you to have a 3 year live track record and at least $200M in AUM before they can continue the discussion.

CogniCor, the leading provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labor-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.

CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with guidance for highly manual, often time-consuming tasks.

The TIFIN GROUP, a fintech platform with ten active operating companies for the asset and wealth management industry, today announced the closing of $22.3 million in series B funding and the addition of three strategic investors to its capital partner group

With 2020 behind us, and new occupants in the White House and the halls of Congress, many are wondering where the digital wealth sector (a/k/a "fintech") is headed

Jack Henry announced today that regional and community banks and credit unions are successfully pivoting to meet today's demands for a complete banking ecosystem

At Chalice, we pride ourselves on being purposely built to help people just like you, the small and midsize business owner. And I hope I’ve opened your eyes on all the ways that Chalice delivers unmatched value and ROI.