digital - search results

The stock market (S&P500) got to new all time highs & are living in a fantasy world. Right now we have a toss up for the S&P 500. A huge melt up & bull market blow off, or the beginning of a prolonged sell off.

Friends, another major news week in the wealthtech sector, so make sure to read Advisor Tech Talk for the latest. There's also news from The Founders Arena wealthtech accelerator, a deep dive into AI & Finance and a new survey from Smarsh.  A super news-filled week - so make sure to check it all out! READ UP!!

By Pamela Cytron, President, The Founders Arena January 22, 2024 As 2024 kicks into high gear, I’m excited to share the news that The Founders Arena...

There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

In recent years, banks have been fined billions for not adhering to the SEC’s recordkeeping requirements for texting and other digital messages. Even so,...

Artificial Intelligence (AI) is significant among evolving technologies due to its transformative potential in revolutionizing business processes, including marketing communications.

Turn it Up! The 'funding winter' of 2023 is behind us, and forward-thinking suggests that 2024 will be the year to thaw...

For those diving into cryptocurrency investing, a diversified approach is often recommended. One effective strategy is to construct a balanced portfolio with your allocated funds.

For wealth managers serving an increasing number of affluent and high-net-worth digital natives, the pressure to deliver on the tech front is a make-or-break...

For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings...